Jacobsen Buxton Demetrio Wealth Management - New London, CT

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

We are team of highly experienced advisors who bring our complementary backgrounds and skill sets to every client interaction. Our depth of experience in areas ranging from advanced portfolio solutions to tax and estate planning strategies means that we can work collaboratively to bring the best thinking and solutions to your unique financial situation and goals. We also prize the diversity of thought that our team brings to the table, which we firmly believe translates into more thoughtful solutions for you.

What we do

Who we serve

Our clients, primarily successful individuals and multigenerational families, work with us to streamline their financial lives and provide them with greater confidence in the future. Backed by UBS’s global platform of capabilities and thought leadership, our team is ideally placed to handle all aspects of your wealth. Whether you are a business owner seeking to raise capital or a family looking to shape an enduring legacy, we stand ready to help you chart a course for what comes next.

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.

Connect with us

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.

Solutions that move you forward

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.

Advanced planning

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.

Access to Investment banking

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.}

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.

Private Wealth Advisors

Teresa Jacobsen CPRS, CPWA

Managing Director–Wealth Management

Senior Portfolio Manager
"When it comes to where they are now and where they hope to be down the road, my clients always receive my best thinking.”

Terri Jacobsen

Teresa Jacobsen CPRS, CPWA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

600 Washington Blvd
Stamford, CT 06901

203-705-4230
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
For more than 26 years, Terri has been helping clients achieve 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 strategies.

A Chartered Private Wealth Advisor^® and a Chartered Retirement Plans Specialist^SM, Terri integrates her broad knowledge and distinct background in the planning disciplines to develop efficient investment and retirement 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 mitigate 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 June/July 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, 2023, 2024
  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, 2020, 2023, 2024The 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, 2022, 2023, 2024The 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, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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

terri.jacobsen@ubs.com

Teresa Jacobsen CPRS, CPWA

600 Washington Blvd,Stamford,CT,06901
Cal Buxton CTFA, CPM

Senior Vice President–Wealth Management

Senior Portfolio Manager
We are committed to the pursuit of excellence and innovative problem-solving. We think outside the box, but inside the rules.

Cal Buxton

Cal Buxton CTFA, CPM

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2 Union Plaza
New London, CT 06320

860-437-2034
View bio Industry recognition
- 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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.
- 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

cal.buxton@ubs.com,terri.jacobsen@ubs.com,alex.demetrio@ubs.com

Cal Buxton CTFA, CPM

2 Union Plaza,New London,CT,06320
Sandra Bright

Authorized Officer

Investment Associate
Sandra Bright

Authorized Officer
Investment Associate

UBS Financial Services Inc.

Private Wealth Management

600 Washington Blvd
Stamford, CT 06901

203-705-4231
View bio
- 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

sandra.bright@ubs.com

Sandra Bright

600 Washington Blvd,Stamford,CT,06901

Strategic Partners

Alexandre Demetrio CFP, CEPA

Senior Vice President–Wealth Management

Senior Portfolio Manager
My clients are like family. I always take the approach of acting as their fiduciary, putting the highest value on honesty, transparency and accountability.

Alexandre Demetrio

Alexandre Demetrio CFP, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2 Union Plaza
New London, CT 06320

860-437-2003
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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.
- 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

alex.demetrio@ubs.com

Alexandre Demetrio CFP, CEPA

2 Union Plaza,New London,CT,06320

Private Wealth Advisors

Teresa Jacobsen CPRS, CPWA

Managing Director–Wealth Management

Senior Portfolio Manager
"When it comes to where they are now and where they hope to be down the road, my clients always receive my best thinking.”

Terri Jacobsen

Teresa Jacobsen CPRS, CPWA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

600 Washington Blvd
Stamford, CT 06901

203-705-4230
View bio Industry recognition
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
For more than 26 years, Terri has been helping clients achieve 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 strategies.

A Chartered Private Wealth Advisor^® and a Chartered Retirement Plans Specialist^SM, Terri integrates her broad knowledge and distinct background in the planning disciplines to develop efficient investment and retirement 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 mitigate 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 June/July 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, 2023, 2024
  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, 2020, 2023, 2024The 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, 2022, 2023, 2024The 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, 2022, 2023, 2024The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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

terri.jacobsen@ubs.com

Teresa Jacobsen CPRS, CPWA

600 Washington Blvd,Stamford,CT,06901
Cal Buxton CTFA, CPM

Senior Vice President–Wealth Management

Senior Portfolio Manager
We are committed to the pursuit of excellence and innovative problem-solving. We think outside the box, but inside the rules.

Cal Buxton

Cal Buxton CTFA, CPM

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2 Union Plaza
New London, CT 06320

860-437-2034
View bio Industry recognition
- 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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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.
- 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

cal.buxton@ubs.com,terri.jacobsen@ubs.com,alex.demetrio@ubs.com

Cal Buxton CTFA, CPM

2 Union Plaza,New London,CT,06320
Sandra Bright

Authorized Officer

Investment Associate
Sandra Bright

Authorized Officer
Investment Associate

UBS Financial Services Inc.

Private Wealth Management

600 Washington Blvd
Stamford, CT 06901

203-705-4231
View bio
- 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

sandra.bright@ubs.com

Sandra Bright

600 Washington Blvd,Stamford,CT,06901

Strategic Partners

Alexandre Demetrio CFP, CEPA

Senior Vice President–Wealth Management

Senior Portfolio Manager
My clients are like family. I always take the approach of acting as their fiduciary, putting the highest value on honesty, transparency and accountability.

Alexandre Demetrio

Alexandre Demetrio CFP, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2 Union Plaza
New London, CT 06320

860-437-2003
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
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.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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.
- 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

alex.demetrio@ubs.com

Alexandre Demetrio CFP, CEPA

2 Union Plaza,New London,CT,06320

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Pursuing excellence in all we do

Who we are

What we do

Who we serve

How we work with you

You. Connected.

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

Private Wealth Advisors

Teresa Jacobsen CPRS, CPWA

Teresa Jacobsen CPRS, CPWA

Cal Buxton CTFA, CPM

Cal Buxton CTFA, CPM

Sandra Bright

Sandra Bright

Strategic Partners

Alexandre Demetrio CFP, CEPA

Alexandre Demetrio CFP, CEPA

Private Wealth Advisors

Teresa Jacobsen CPRS, CPWA

Teresa Jacobsen CPRS, CPWA

Cal Buxton CTFA, CPM

Cal Buxton CTFA, CPM

Sandra Bright

Sandra Bright

Strategic Partners

Alexandre Demetrio CFP, CEPA

Alexandre Demetrio CFP, CEPA

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

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The depth and breadth of UBS

The depth and breadth of UBS

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Access to Investment banking

Private Wealth Advisors

Teresa Jacobsen CPRS, CPWA

Cal Buxton CTFA, CPM

Sandra Bright

Strategic Partners

Alexandre Demetrio CFP, CEPA

Private Wealth Advisors

Teresa Jacobsen CPRS, CPWA

Cal Buxton CTFA, CPM

Sandra Bright

Strategic Partners

Alexandre Demetrio CFP, CEPA

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Education

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Education

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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