A plan for today, tomorrow and generations to come

The-Jurist-Wealth-Management-Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Stephen-Jurist-Profile-Photo

    Stephen Jurist

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • ID
    • IN
    • KS
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    Stephen started his career at Morgan Stanley's Boca Raton, FL office in 1997 with the vision of delivering wealth management services to a select group of clients. He is a seasoned and committed professional with over 22 years of experience in the financial services industry. Over the years, Stephen has focused on providing customized investment management solutions to wealthy individuals and their families, as well as cash management strategies for select institutions. Stephen brings a high level of energy and motivation to building relationships with clients and diligently strives to help them achieve their financial goals. At UBS, Stephen is designated as a multi-year President's Council Member.

    Stephen's previous work history includes comprehensive financial analysis and auditing experience in the re-insurance industry. Stephen graduated from the University of Florida with a Bachelor of Science degree in Finance. Stephen and his wife, Kara, live in Boca Raton, FL and have one son, Ryan, who is currently attending Bucknell University.

    In the community, Stephen is currently a mentor for American Corporate Partners' Veteran Mentoring Program. He has also previously served on numerous committees for his local synagogue. In his spare time, Stephen and his family are avid adventure travelers and have visited over 30 countries. Additionally, Stephen plays soccer in an adult league twice per week.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Florida, Bachelor of Science Degree in Finance
    • Portfolio Manager
    • Wealth Advisor
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
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    Lucy Leo

    Senior Client Associate

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       Lucy is a Senior Client Service Associate on the Jurist Wealth Management Group with over 20 years of industry experience. She provides a client centric mentality, focusing her time on the teams operations, administration and relationship management. Lucy works diligently with the team's clients and their families, following the team's client service model to supply a distinctive approach to each individual experience.

       A New York native from Long Island, Lucy joined UBS in 1990 working closely with a Research Analyst team. She moved to Florida in 1999 and transitioned to working on the Wealth Management division within UBS as a Client Service Associate. Prior to UBS, Lucy worked for the non-profit organization, Columbus Citizens Foundation, working on the organization and execution of the foundation's annual New York Columbus day parade. Lucy has two adult children and on her free time enjoys cooking, gardening and spending time with her family.

            1800 North Military Trail
            Suite 300
            Boca Raton, FL 33431
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            Sandra "Sandy" Anderson

            Senior Client Associate

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            • FL
            • NY

            A Senior Registered Client Service Associate, Sandy Anderson has been with UBS since September 2013. She has been in the financial industry since 1993 and securities licensed since 1995, having both her Series 7 and Series 63 licenses. Sandy is an integral part of the Jurist Wealth Management Group, making sure the operational needs and requests of their clients are met to their satisfaction. Sandy's attention to detail and personalized approach are essential in overseeing the team's client service model.

            Sandy was born in Santa Monica, California and raised in South Florida. She earned her BS in International Business from Florida Atlantic University in Boca Raton, Florida. Sandy and her husband Matt live in Coral Springs, Florida with their two children. They enjoy the outdoors, sports and spending quality time with family and friends.

              • Florida Atlantic University, BS in International Business
                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              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.

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              As of 06/30/2022

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