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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

Jesse A. Ferro, CRPS

Senior Vice President–Wealth Management

Senior Portfolio Manager

With over 30 years of experience in the financial services industry, Jesse Ferro is dedicated to providing comprehensive wealth management services to individual and corporate clients. Prior to joining UBS in 2007, Jesse spent 14 years at Prudential Securities and Wachovia Securities which merged in 2003. Jesse has also worked as a Senior Corporate Financial Analyst in New York City and holds his Masters Degree in International Business from the Zicklin School of Business, Baruch College.

Areas of expertise:

  • Portfolio Management and Construction
  • Equity and Fixed Income Investments
  • Alternative Investments
  • Financial, Retirement and Estate Planning
  • Insurance, Annuities and Long Term Care
  • Cash Management
  • Mortgages and Securities Backed Lending
  • Corporate Executive Services and Retirement Plans


Licenses:

FINRA Series 7, 63, 65, 3, 9 and 10 securities licenses. Insurance licenses: life, health and annuities (CA License # 0H32609)

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • MBA, International Business, Baruch College

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
  • Chartered Retirement Plans Specialist
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1802

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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