Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jeffrey Meston

First Vice President–Wealth Management

Jeff joined UBS in early 2007 with over a decade of Wall Street experience. He focuses on wealth management, building efficient portfolios for wealthy individuals and trusts. In addition, he helps businesses effectively manage their retirement plans. Previously he was a consultant to public companies, managing corporate communications strategies targeting institutional investors and buy-side and sell-side analysts. Born in Seattle, he spent 10 years in Portland before returning to attend the University of Washington, and has been there ever since.

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MA
  • MD
  • NE
  • NV
  • NY
  • OH
  • OR
  • PA
  • VA
  • WA

Education

  • University of Washington
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 689-2304

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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