Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.


Jeffrey Scott Rizzo

Financial Advisor

My goal is to simplify and bring clarity to my clients' financial lives. To do this, my team and I use a holistic, goals-based approach to help them make better decisions about their financial affairs and coordinate our efforts with highly regarded outside advisors including attorneys, tax professionals and insurance experts.

My practice is focused on providing in-depth and specialized financial guidance to individuals, families and businesses. I, along with my teammates, oversee and manage the financial affairs for our clients through the use of a business model that is centered on providing tailored strategies to complicated financial situations. We use an institutional approach to investment and risk management, coupled with a commitment to the highest level of professional service. Our clients benefit from our total team approach which involves regular contact and includes semi-annual 'face-to-face' meetings to update their plan, review progress towards goals and to make changes as needed.

I invite you to connect with me and my team if:
- You are currently retired or are near retirement and are seeking a holistic retirement plan that is flexible and can be adjusted as circumstances change in your life.
- You are not satisfied with the level of service from your current advisor and are looking for a new professional relationship with an advisor.

Registered States:
  • AZ
  • DC
  • FL
  • GA
  • IL
  • MT
  • NC
  • NJ
  • TX
  • VA
4313 NW 8th Avenue
1st Floor, Suite 10
Gainesville, FL 32605
  • (352) 745-7444

Email Me

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager