A plan for today, tomorrow and generations to come

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.

Chess board

Jeffrey Pupo, CMFC, CRPS

Senior Vice President–Wealth Management

Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor for both Fleet Boston and Prudential Securities. Jeffrey primarily provides the team's clients with investment and risk management. The team's unique process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has his Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.


Personal & Community

  • Make - A - Wish Foundation
  • Fluent in Spanish
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TX
  • VA
  • WA

Education

  • Lynn University, Boca Raton, FL

Credentials

  • Senior Portfolio Manager
  • Chartered Retirement Plans Specialist
  • Chartered Mutual Fund Counselor℠
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1840

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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