A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Jeffrey Burke

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • KS
  • LA
  • MA
  • MD
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 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.

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

Education

  • BA, Hamilton College

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Wealth Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 576-3879

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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