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.

Woman in architect studio

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 enjoys skiing, diving, fishing, and hopes to qualify for another world championship regatta in his sailboat. He and his wife of 27 years have two adult sons and reside in West Palm Beach, Florida.

Registered States:
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MD
  • MI
  • NC
  • NV
  • NY
  • PA
  • 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
Custom portfolios
Executive compensation
Business succession
Business Owners
Lending services
401(k) plan services
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
  • (561) 659-9586

Email Me

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Business transition and succession planning

Business transition and succession planning

Tailored lending and cash management

Tailored lending and cash management

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Insights

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