Let's move forward. Together.

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.

rowing

Jeffrey Nash

Managing Director–Wealth Management

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IA
  • ID
  • IL
  • IN
  • MA
  • MI
  • MO
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Education

  • B.S., University of California, Davis
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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