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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Education
Credentials
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
Education
Credentials
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$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
