Executive wealth solutions

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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Jeff Dever

Senior Vice President–Wealth Management

Jeff's clients have come to appreciate his team’s holistic approach, incorporating financial planning, tailored lending, concentrated stock, tax optimization, and wealth transfer strategies into his investment advice. He and his team seek to deliver a boutique and highly personalized "family office" experience for entrepreneurs, executives, and inheritors, who have or will have a life changing liquidity event.

Jeff joined UBS in 2015 and holds the highly regarded Portfolio Manager & Wealth Advisor designations. His financial career, which spans several recessions and multiple market corrections, began in global corporate finance and treasury with Schlumberger, Siemens, and Royal Caribbean. Later, he founded and successfully sold two leading technology firms before building a private banking & wealth management practice at Sanford C. Bernstein & Co. and Credit Suisse respectively. Jeff holds an MBA from Nova Southeastern University, graduating with high honors; a BBA in International Finance from the University of Miami; and his FINRA Series 7, 31, and 66 securities licenses.

Jeff and his family are known in the community for their support of various charities and their fundraising efforts. A former collegiate athlete, he still competes in international sailing regattas and enjoys spearfishing, diving, and skiing. He and his wife of 29 years have two adult sons and reside in downtown West Palm Beach, Florida.

Registered States:
  • AL
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • MI
  • NC
  • NY
  • PR
  • TN
  • TX
  • VA

Education

  • MBA- Sigma Beta Delta, Nova Southeastern University
  • BBA in International Finance, University of Miami

Credentials

  • Portfolio Manager
  • Wealth Advisor
  • Certified Exit Planning Advisor

Entrepreneurs
Exit planning
Corporate executives
Executive compensation
Lending services
Cash management
Custom portfolios
Estate planning strategies
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
  • (561) 659-9586

Email Me

Advice for business owners

Advice for business owners

Business transition and succession planning

Business transition and succession planning

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.

Download the report

Insights

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