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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Jeremy joined UBS in 2001. He is a Certified Financial Planner (CFP®) professional, a Certified Investment Management Analyst SM (CIMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®) with UBS Wealth Management. Jeremy holds the Series 3, 7 and 66 securities licenses. In addition, he is licensed to offer life, long-term disability and long-term care insurance. Jeremy earned a bachelor’s degree in finance from The University of Kansas and an M.B.A. from The University of Chicago Booth School of Business. He enjoys basketball, paddle tennis, golf and tennis in his free time. He lives in Winnetka, IL, with his wife, Lindsay, and three children.
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Jeremy joined UBS in 2001. He is a Certified Financial Planner (CFP®) professional, a Certified Investment Management Analyst SM (CIMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®) with UBS Wealth Management. Jeremy holds the Series 3, 7 and 66 securities licenses. In addition, he is licensed to offer life, long-term disability and long-term care insurance. Jeremy earned a bachelor’s degree in finance from The University of Kansas and an M.B.A. from The University of Chicago Booth School of Business. He enjoys basketball, paddle tennis, golf and tennis in his free time. He lives in Winnetka, IL, with his wife, Lindsay, and three children.
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
