$1 + 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.
Managing Director–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
Lets connect
Managing Director–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
Lets connect
$1 + Billion
Assets under management
Business exits, ranging from
$15m - $1bn
5 person
seasoned team
Managing Director–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Registered Client Associate
Registered Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Registered Client Associate
Registered Client Associate
Client Associate
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.
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.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager
