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.

Sailing splash

Jeffrey Meston

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:
  • CA
  • HI
  • ID
  • IL
  • MD
  • NE
  • 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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights