A plan for today, tomorrow and generations to come


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

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • GA
    • IN
    • KS
    • MA
    • MD
    • ME
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • 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 26 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 graduated from Bucknell University and works as an Investment Banker in NYC.

    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 38 countries. Additionally, Stephen plays soccer in an adult league twice per week.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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
    Stephen Jurist
    1800 North Military Trail,Boca Raton,FL,33431

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