Financial planning and beyond

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Jeff

    Jeffrey Pacetti

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WI
    • WV

    Jeff is a First Vice President – Wealth Management with UBS Financial Services Inc. He has worked in the financial industry for almost 30 years and has worked at UBS for most of the past two decades. His area of expertise is comprehensive wealth management.

    Jeff and his family live in Mason, Ohio. He enjoys traveling and exploring different parts of the world. Coaching youth sports is also passion for Jeff because of his love for sports along with his desire to give back to the community.

    Jeff graduated from Wright State in 1990 with a degree in Finance and Financial Planning Services. He has his Series 7, Series 63, and Series 65 licenses along with his Insurance license. He is also a certified wealth advisor.

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
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          Shelli Davenport

          Client Associate

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          • AZ
          • CA
          • DC
          • FL
          • GA
          • IL
          • IN
          • KY
          • MI
          • MT
          • NY
          • OH
          • PA
          • TX
          • UT
          • VA

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236

              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.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager