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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
