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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Jeff works closely with clients to help them live more and worry less about their finances. He has been an advisor with UBS since 2007. Prior to joining the firm, Jeff spent 7 years working at Bank of America US Trust where he served as a Vice President and Trust Officer. His experience advising hundreds of clients over the last 2 decades has allowed Jeff to develop a unique and specific skillset in the area of trust and estate planning strategies for high net worth and ultra high net worth individuals and families.
Jeff graduated magna cum laude from Campbell University in 2000 with a B.B.A. in Trust Management and a Minor in Financial Planning. Campbell University offers the nation's only undergraduate and graduate degree programs in Trust and Wealth Management. Additionally, Jeff is a CERTIFIED FINANCIAL PLANNER TM professional (CFP®) and has been awarded the Certified Trust and Financial Advisor (CTFA) professional designation from the Institute of Certified Bankers giving his clients peace of mind that the strategies Jeff and the team use and the advice that they give help them achieve their financial goals.
Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel (12) and Jake (9). In his free time, Jeff is an avid runner and enjoys exploring the outdoors with his family in the mountains of Upstate South Carolina and Western North Carolina. Jeff also stays busy coaching U-10 boys soccer and leading a group of 9 men through a mentoring program at NewSpring Church. Jeff supports and volunteers for a number of local non-profit organizations including NewSpring Church, 721 Ministries, Habitat for Humanity and the United Way of Greenville County. He is also a member of The Greenville Estate Planning Council.
Personal & Community
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.
Education
Credentials
Senior Vice President–Wealth Management
Jeff works closely with clients to help them live more and worry less about their finances. He has been an advisor with UBS since 2007. Prior to joining the firm, Jeff spent 7 years working at Bank of America US Trust where he served as a Vice President and Trust Officer. His experience advising hundreds of clients over the last 2 decades has allowed Jeff to develop a unique and specific skillset in the area of trust and estate planning strategies for high net worth and ultra high net worth individuals and families.
Jeff graduated magna cum laude from Campbell University in 2000 with a B.B.A. in Trust Management and a Minor in Financial Planning. Campbell University offers the nation's only undergraduate and graduate degree programs in Trust and Wealth Management. Additionally, Jeff is a CERTIFIED FINANCIAL PLANNER TM professional (CFP®) and has been awarded the Certified Trust and Financial Advisor (CTFA) professional designation from the Institute of Certified Bankers giving his clients peace of mind that the strategies Jeff and the team use and the advice that they give help them achieve their financial goals.
Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel (12) and Jake (9). In his free time, Jeff is an avid runner and enjoys exploring the outdoors with his family in the mountains of Upstate South Carolina and Western North Carolina. Jeff also stays busy coaching U-10 boys soccer and leading a group of 9 men through a mentoring program at NewSpring Church. Jeff supports and volunteers for a number of local non-profit organizations including NewSpring Church, 721 Ministries, Habitat for Humanity and the United Way of Greenville County. He is also a member of The Greenville Estate Planning Council.
Personal & Community
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
