Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Jeff is a First Vice President – Wealth Management with UBS Financial Services Inc. He has worked in the financial industry for almost 30 years and has worked at UBS for the past two decades. His area of expertise is comprehensive wealth management.
Jeff began his financial career when he graduated from Wright State in 1990 with a degree in Finance and Financial Planning Services. He is licensed with the Series 7,63,65 as well as Insurance and Health. He is also a certified wealth advisor.
Jeff and his wife Nancy live in Mason, Ohio with their son Jack and daughter Lauren. He enjoys traveling the world, golf and spending time with his family and friends. Jeff’s love for sports and passion to give back have driven him to coach several youth sports teams in the Cincinnati area over the years
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Jeff is a First Vice President – Wealth Management with UBS Financial Services Inc. He has worked in the financial industry for almost 30 years and has worked at UBS for the past two decades. His area of expertise is comprehensive wealth management.
Jeff began his financial career when he graduated from Wright State in 1990 with a degree in Finance and Financial Planning Services. He is licensed with the Series 7,63,65 as well as Insurance and Health. He is also a certified wealth advisor.
Jeff and his wife Nancy live in Mason, Ohio with their son Jack and daughter Lauren. He enjoys traveling the world, golf and spending time with his family and friends. Jeff’s love for sports and passion to give back have driven him to coach several youth sports teams in the Cincinnati area over the years
Education
Credentials
Lets connect
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
