$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
Jeff has over 30 years experience in the financial services industry and has weathered the most tumultuous of markets. He previously worked at Smith Barney and Boettcher & Company, and has been with UBS the last 14 years. Peers and associates admire his disciplined work ethic, faith based drive to provide the best customer service and goals-based results to his clients. He is a graduate of the University of San Diego. Jeff enjoys spending time with his wife and three children and has served on the board of Regis Jesuit High School and is currently a member of the Audit/Finance Committee.
Personal & Community
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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