Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Two women laptop

Jeanine Webster, CFP, CWS, ChFC

First Vice President–Wealth Management

Focus and experience

My work ethic is simple and powerful. It is based on the value of collaboration. I work side by side with you, taking the time to understand your individual needs and ambitions. The deep understanding, combined with the powerful global resources of UBS, will lay the foundation for a lasting relationship.

For the Past 28 years I've enjoyed working with clients nationwide as a financial advisor. I'm licensed in over 20 states in both securities and insurance.

My advanced certifications have included a Certified Financial Planner (CFP®) designation from the University of Colorado, Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services and lastly, the Certified Wealth Strategist (CWS®) designation from Cannon Financial Institute. Recently, I have completed training to receive my Wealth Advisor designation from UBS. I attended the Wharton School of Business at the University of Pennsylvania and received my Masters from the Florida Institute of Technology.

I have always loved to learn and am committed to pursuing opportunities to advance my knowledge for the benefit of my clients. I've been married to my husband, Mel, for over 20 years. In our spare time, we enjoy traveling and spending time with our friends and family.

Licenses held: FINRA Series 3, 7, 8, 63, and 65 licenses as well as life, health, variable annuities and long term care licenses.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KS
  • MA
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • Master's, Florida Institute of Technology

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Wealth Strategist®
  • Chartered Financial Consultant
712 South East Ocean Boulevard
Ground Floor
Stuart, FL 34994
  • (772) 223-6608

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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