The right moves for your financial future

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.

Road

Jeremy McDade

First Vice President–Wealth Management

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • MO
  • MS
  • NC
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
10800 Financial Center Parkway
Suite 400, 4th Floor
Little Rock, AR 72211
  • (501) 221-5137

Email Me

The Year Ahead - Sustainable Investing

Family

Financial planning

2022 year-end planning guide

The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

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

Insights