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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Jeffrey Singer is a Senior Vice President and Financial Advisor with over 34 years experience at UBS' Troy Michigan branch office. He began his career in 1981 at Manley, Bennett, McDonald & Co, where he transitioned through several acquisitions before moving his practice from Prudential Securities to McDonald Investments in 2000; there he remained until McDonald Investments was acquired by UBS Financial Services in 2007.
With more than three decades experience in the securities industry, Jeff has developed a well practiced understanding of the financial markets, specializing in helping higher net worth investors save, protect, grow, and pass their assets to the next generation. Jeff takes an individualized consultative approach with each individual, family, and business to intimately understand their financial realties today, establish tomorrow's financial goals, and define a long-term investing strategy tailored to the individual client's investor characteristics. Outside of the office Jeff enjoys exercising, playing golf, and spending time with friends and family and his dog Syd. Jeff is an alumnus of the University of Michigan and has earned his Series 7, Series 63, Series 65, and Series 31 securities licenses.
Education
Jeffrey Singer is a Senior Vice President and Financial Advisor with over 34 years experience at UBS' Troy Michigan branch office. He began his career in 1981 at Manley, Bennett, McDonald & Co, where he transitioned through several acquisitions before moving his practice from Prudential Securities to McDonald Investments in 2000; there he remained until McDonald Investments was acquired by UBS Financial Services in 2007.
With more than three decades experience in the securities industry, Jeff has developed a well practiced understanding of the financial markets, specializing in helping higher net worth investors save, protect, grow, and pass their assets to the next generation. Jeff takes an individualized consultative approach with each individual, family, and business to intimately understand their financial realties today, establish tomorrow's financial goals, and define a long-term investing strategy tailored to the individual client's investor characteristics. Outside of the office Jeff enjoys exercising, playing golf, and spending time with friends and family and his dog Syd. Jeff is an alumnus of the University of Michigan and has earned his Series 7, Series 63, Series 65, and Series 31 securities licenses.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
