Our seasoned and experienced team represents an intentional gathering of skills, talent and expertise. With our highly personalized approach and dedication to building close and trusted client relationships, we take the time to get to know you and what matters to you. From there, we work collaboratively to craft a plan tailored to the full range of your needs and goals—from everyday portfolio decisions to a holistic road map for your multigenerational family.   

With our complementary skills, deep experience and access to experts across the firm, we can address the entire spectrum of issues across your financial life and respond to situations as they arise. As firm believers in the adage that with diversity comes better decision-making, we actively encourage disparate views among the team, and prize openness and transparency—all with the goal of bringing you innovative and thoughtful insight and solutions.

Jacobsen Buxton Demetrio Wealth Management-2022

Who we are

What we do

Who we serve

How we work with you

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

The depth and breadth of UBS

In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

The depth and breadth of UBS

Solutions that move you forward

Solutions that move you forward

Advanced planning

Advanced planning

Access to Investment banking

Access to Investment banking

We tap our vast global resources to create a broad array of solutions—both private and institutional—for your specific needs. You can count on us to fit that into your broader wealth plan.

A thoughtful and personalized plan is a cornerstone for effectively optimizing your wealth, for today and for the future. By coordinating our efforts with our Advanced Planning Group, we can work collaboratively to develop a road map that aligns closely with your individual goals and circumstances.

UBS’s dedicated investment banking professionals can help with a range of corporate, institutional and wealth management needs. We can facilitate access to their global capital markets and connect you to their expert advice, well-crafted execution strategies and innovative solutions.


Institutional investment banking services are provided by UBS Securities LLC, a subsidiary of UBS Group AG. Member FINRA/SIPC.

  • Terri Jacobsen

    Teresa Jacobsen CPRS, CPWA

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    For more than 26 years, Terri has been helping clients reach their financial goals. She believes in educating clients, truly understanding their goals—both long term and short term—and operating sincerely and transparently.

    Terri began her career as a Certified Public Accountant at an international accounting firm, before being recruited by another firm to do tax planning for high net worth individuals. She has a deep understanding of closely held businesses, ownership structure and tax planning. She has lectured on tax topics and has authored numerous tax articles.

    A Chartered Private Wealth Advisor® and a Chartered Retirement Plans SpecialistSM, Terri integrates her broad knowledge and distinct background in the planning disciplines to develop efficient investment, estate, retirement and tax plans for clients.

    She values each client relationship and consistently delivers a highly personalized approach. She listens intently to determine where each client wants to be and how to help them manage risk while pursuing opportunities. Whether she is working with individuals, multigenerational families, nonprofit organizations or corporate enterprises, Terri commits her best thinking to every client situation.

    Life

    • Terri lives in Stamford with her husband, Ken, and daughter, Leigh.
    • As an active member in her community, she volunteers and fundraises for the Stamford Hospital Foundation, the Stamford Hospital Planned Giving Board and Twin Meadows, a boundless playground for disabled children.
    • She cares deeply about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England.
    • Terri also enjoys skiing and biking with her family.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes America's Top Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Pace University, M.B.A.
    • Senior Portfolio Manager
    • Series 7 securities license
    • Certified Public Accountant (CPA)
    • Chartered Private Wealth Advisor (CPWA®)
    • Chartered Retirement Plans Specialist (CRPS®)
    600 Washington Blvd
    Stamford, CT 06901
  • Cal Buxton

    Cal Buxton CTFA, CPM

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    As a student working his way through college in Maine, Cal took a job as a yacht skipper to help pay for school. The boat owner also happened to be vice chairman of a regional brokerage firm. “He was my mentor and someone I looked up to and wanted to emulate,” Cal remembers.

    Today, he’s grateful for that early exposure to the industry he still loves after more than 30 years. Drawing on his decades of experience in financial services, Cal particularly enjoys helping individuals and families navigate complex financial situations, including life transitions and liquidity events.

    To each client relationship, he brings a real understanding of the many facets of their financial lives and strives to provide thoughtful advice on the full range of their needs, from trusts and estates to portfolio analysis. In developing tailored solutions for his clients, Cal draws on his extensive experience in investments and trusts. Together with his team, he seeks to provide a professional, comprehensive and transparent client experience, building relationships to last a lifetime. 

    Experience
    – Senior Vice President–Wealth Management, Senior Portfolio Manager, Private Wealth Advisor, UBS Financial Services Inc., 2007 – present
    – Senior Vice President, Senior Portfolio Manager, Vice President, Senior Portfolio Manager and Investment Representative, Bank of America, Private Advisory Services, 2000 – 2007
    – Vice President, Senior Investment Officer (Chief Investment Officer), The Washington Trust Company, 1995 – 2000
    – Vice President, Trust Officer and Department Head, Primary Bank, Capital Management and Trust Group, 1993 – 1995
    – Asset Manager, O’Brien & Company, 1989 – 1993
    – Vice President and Pension Trust Officer, Eastern Bank and Trust Company, 1987 – 1989

     

    • Barron's Top 1,200 Financial Advisors, 2014, 2015
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • University of Maine, B.A., International Affairs and Political Science
    • Senior Portfolio Manager
    • Certified Trust and Financial Advisor
    • Chartered Portfolio Manager® (CPM®)
    • Series 7 and 66 securities licenses and insurance licenses
    2 Union Plaza
    New London, CT 06320
  • Sandra Bright

    Sandra Bright

    Authorized Officer

    Investment Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          600 Washington Blvd
          Stamford, CT 06901
        • Joseph Viger

          Joseph Viger

          Senior Wealth Strategy Associate

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • ID
          • IL
          • LA
          • MA
          • MD
          • MI
          • NC
          • NJ
          • NY
          • OH
          • PA
          • RI
          • SC
          • TX
          • VA
          • VT
          • WA

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                600 Washington Blvd
                Stamford, CT 06901
              • James Cunningham Profile Photo

                James Cunningham CFP

                Wealth Strategy Associate

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                • CA
                • CT
                • DC
                • FL
                • MA
                • MD
                • NC
                • ND
                • NJ
                • NM
                • NV
                • NY
                • PA
                • RI
                • TN
                • TX
                • VA

                After a few years working as a supervisor for a local event company in his hometown of Guilford, CT, James began his financial services career in 2018 as a Client Service Associate at UBS. Understanding the hard work and follow through required in the industry, he quickly passed his licensing exams and then eventually obtained his CFP® in 2021.

                In 2022, James accepted the role of Wealth Strategy Associate on the Jacobsen, Buxton, Demetrio team. He engages in financial plan development and presentation, client relations, and investment research for the team. For James, nothing beats the satisfaction of having helped someone achieve a goal.

                James lives in Norwich, CT and in his free time enjoys to hike, climb, kayak, and paddleboard.

                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                      2 Union Plaza
                      New London, CT 06320
                    • Alexandre Demetrio

                      Alexandre Demetrio CFP, CEPA

                      Director

                      Senior Portfolio Manager

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                      • AK
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • ID
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MS
                      • MT
                      • NC
                      • ND
                      • NE
                      • NH
                      • NJ
                      • NM
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • PR
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI
                      • WV
                      • WY

                      Growing up in New York City, the financial capital of the world, Alex always had a healthy curiosity about finance. In 2001, after helping to launch a startup, he decided to explore that curiosity and pursue a career in financial services. He started in the business at a technical analysis trading firm and then eventually decided to pursue a career in wealth management to help others properly manage their wealth.

                      Alex became a financial advisor in 2004 and earned the Wealth Advisor designation in 2010. He is also a CFP® and a Certified Exit Planning Advisor®. Several years into building his advisory practice at UBS in Palm Beach Gardens, FL, Alex was offered the opportunity to go into management. In 2011, he moved his practice to Connecticut and took on a dual role as a Wealth Advisor and a Branch Manager. At the end of 2022 he stepped aside from his branch management role, allowing him to focus solely on his clients.

                      Alex’s varied experience as a Wealth Advisor, Portfolio Manager and Branch Manager has given him a deep understanding of clients’ financial needs. He takes an integrated approach to addressing those needs, from holistic planning and portfolio management to tax and estate planning and business transitions. He also hones his knowledge and insights by periodically bringing together a council of influencers and thought leaders to help ensure that he delivers the most thoughtful and up-to-date solutions to his clients.

                      Experience
                      – Wealth Advisor, Senior Portfolio Manager, UBS, 2022 – present
                      – Branch Manager, Wealth Advisor, Portfolio Manager, UBS, 2011 – 2022
                      – Financial Advisor, UBS, 2005 – 2010
                      – Financial Advisor, Merrill Lynch, 2004, 2005
                      – Active Trader Sales, TradeStation Securities, 2001 – 2004

                      Life
                      – Alex lives in Madison, CT, with his wife, Carter, and his children, Emma and Jack.
                      – He enjoys boating, fishing and tennis.
                      – In addition, he loves surfing, skiing and traveling to do both.

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        • Florida Atlantic University, B.A., Finance
                        • Senior Portfolio Manager
                        • Wealth Advisor
                        • CERTIFIED FINANCIAL PLANNER™
                        • Certified Exit Planning Advisor
                        • Series 3, 7, 9/10, 24 and 66 securities licenses
                        2 Union Plaza
                        New London, CT 06320
                      • Aleksandr Kravets

                        Aleksandr Kravets

                        Client Associate

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                            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                2 Union Plaza
                                New London, CT 06320

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager