A plan for today, tomorrow and generations to come

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.

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Jeffrey "Jeff" Botz, CFP

Jeff has been in the financial services industry since 1998 and his experience includes a previous stint with Piper Jaffrey and then UBS, Wells Fargo Advisors and he has just recently rejoined the UBS team. Jeff believes in building strong personal, as well as professional relationships with his clients. It is apparent that his clients trust and respect him, because he has built many long-term relationships. His goal is to help his clients achieve their own individual definition of financial success.  

Jeff lives in St. Joseph, Minnesota with his family and when he is not working, he enjoys his time with his three teenage children, getting involved in their activities and relaxing weekends at the family cabin near Nisswa. Jeff is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and has earned his Series 6, 7, 63, and 65 securities licenses, as well as his Minnesota insurance license.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • IA
  • ID
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • ND
  • NM
  • NV
  • NY
  • OR
  • SC
  • SD
  • TN
  • TX
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2024The 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



Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Education planning
4150 S Second Street
Suite 500
St Cloud, MN 56301
  • (320) 203-6571

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UBS and Credit Suisse—stronger than ever

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Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager