Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jeffrey Dunigan

Senior Vice President–Wealth Management

If you want to preserve wealth, Jeff Dunigan's goal is to help you do it. Jeff Dunigan offers personalized financial concierge services, bringing together the best of UBS global resources: asset management, fixed income, endowment and foundation services, foreign currencies strategies, research, and access to liquidity.

Some of the ways Jeff helps clients include:

  • Simplifying complex ideas
  • Helping to refine and define goals
  • Helping clients to manage risk
  • Providing clear, concise, timely, and useful information
Registered States:
  • CA
  • FL
  • IL
  • IN
  • MA
  • MI
  • MO
  • NC
  • NY
  • OR
  • TX
  • UT
1200 Prospect Street
Suite 100
La Jolla, CA 92037
  • (858) 551-9419

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager