$1.3 Billion
Assets under management
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.
Senior Vice President–Wealth Management
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA® is also part of:
Winter Park Wealth Management
$1.3 Billion
Assets under management
150 +
Collective years of experience
10 person
seasoned team
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager