Let's move forward. Together.

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 Adams

Senior Vice President–Wealth Management

Jeff is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, Jeff provides comprehensive planning and asset management solutions for a select group of corporate executives, entrepreneurs and successful professionals. As a member of UBS' Directors Council he attributes his team's success to their dedication to cultivating strong personal relationships with their clients. Primarily responsible for investment strategy and risk management, he has guided the group's affluent clients since 1996. He earned his B.S. in business administration - marketing at Arizona State University. In his community, Jeff is active in coaching youth league athletics and serves on several boards of directors.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Wealth Advisor
Home Worker SC
Home Worker SC, SC 000
  • (858) 947-7131

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Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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