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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
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.
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
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.
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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