Lasting relationships. For all that matters

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.

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Jeffrey Pacetti

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

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WV

Education

  • University of Toledo

Credentials

  • Wealth Advisor
8044 Montgomery Road
The Towers At Kenwood
Suite 100W
Cincinnati, OH 45236
  • (513) 792-5153

Email Me

The Year Ahead - Sustainable Investing

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.

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

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