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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Jeff Hill serves as a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc.
Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California.
Mr. Hill holds a Bachelor of Science in Business Administration from the University of Nevada, Reno. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor® (AWMA®). A native of the Bay Area, Jeff is actively engaged in local charities such as They Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetary and is a member of the San Francisco Bond Club and Financial Planning Association.
Recognized as an industry leader:
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
CERTIFIED FINANCIAL PLANNER™
Jeff Hill serves as a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc.
Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California.
Mr. Hill holds a Bachelor of Science in Business Administration from the University of Nevada, Reno. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor® (AWMA®). A native of the Bay Area, Jeff is actively engaged in local charities such as They Guardsmen and Keep Tahoe Blue. He also serves on the Board of Sunset View Cemetary and is a member of the San Francisco Bond Club and Financial Planning Association.
Recognized as an industry leader:
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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
