Senior Vice President–Wealth Management
Jeff began his career in financial services with Bank of America in 1990. He then became a Financial Advisor at Merrill Lynch where he helped clients for over 14 years. Jeff joined UBS in 2008 as a Senior Vice President of Investments. He works primarily with business owners, physicians, and corporate executives. His specialties include tax minimization, retirement strategies and business succession planning. Jeff earned a BBA from Michigan State University and a MBA from Wayne State University. Jeff has 3 children, Lexi, Charlie & Tommy.
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.
Education
Senior Vice President–Wealth Management
Jeff began his career in financial services with Bank of America in 1990. He then became a Financial Advisor at Merrill Lynch where he helped clients for over 14 years. Jeff joined UBS in 2008 as a Senior Vice President of Investments. He works primarily with business owners, physicians, and corporate executives. His specialties include tax minimization, retirement strategies and business succession planning. Jeff earned a BBA from Michigan State University and a MBA from Wayne State University. Jeff has 3 children, Lexi, Charlie & Tommy.
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.
Education
Senior Vice President–Wealth Management
Scott is a Senior Vice President of Investments within the UBS Wealth Management division. He earned his BBA and MBA from Eastern Michigan University. Scott started his career in the financial services industry in 1993 providing financial and wealth management services. He joined Merrill Lynch in 1995. In 2008, he moved to UBS Financial Services where he specializes in financial and investment based solutions, alternative lending solutions, and estate and wealth transfer issues. Scott met his wife Wendy in college. They have 2 children, Kennedy and Colton.
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.
Education
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Senior Vice President–Wealth Management
Scott is a Senior Vice President of Investments within the UBS Wealth Management division. He earned his BBA and MBA from Eastern Michigan University. Scott started his career in the financial services industry in 1993 providing financial and wealth management services. He joined Merrill Lynch in 1995. In 2008, he moved to UBS Financial Services where he specializes in financial and investment based solutions, alternative lending solutions, and estate and wealth transfer issues. Scott met his wife Wendy in college. They have 2 children, Kennedy and Colton.
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.
Education
Let's connect
Senior Client Associate
Since 1980, Linda has been dedicated to enhancing the client experience through her positive attitude and extensive financial service knowledge. She has been a valued member of The Jones/LaBruzzy team since 2014. She holds series 7, 63, 9 and 10 securities licenses. Linda has three children; Mitch, Randie and David. Her daughter, Randie, blessed her with her first grandchild and he stole her heart the moment she saw him.
Senior Client Associate
Since 1980, Linda has been dedicated to enhancing the client experience through her positive attitude and extensive financial service knowledge. She has been a valued member of The Jones/LaBruzzy team since 2014. She holds series 7, 63, 9 and 10 securities licenses. Linda has three children; Mitch, Randie and David. Her daughter, Randie, blessed her with her first grandchild and he stole her heart the moment she saw him.
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.
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