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
  • IL
  • MA
  • MD
  • NE
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • VA
  • WA

Education

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

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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