Let's move forward. Together.

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

father son handshake

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.

  • Jeffrey Nash Profile Photo

    Jeffrey Nash

    Managing Director–Wealth Management

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MO
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • TX
    • UT
    • WA
    • WI
    • WY

    Professional Experience

    • UBS Financial Services Inc. - Managing Director – Wealth Management
      San Francisco, CA - April 1985 - Present
    • Davis, Skaggs & Co.
      San Francisco, CA - January 1983 - April 1985

     

     

    Education

    • B.S. University of California, Davis 1982

      • University of California, Davis, B.S.
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
        jeffrey.nash@ubs.com
        Jeffrey Nash
        555 California Street,San Francisco,CA,94104
      • Eric Benz Profile Photo

        Eric Benz, MBA, CFP, AWMA

        Financial Advisor

        • image
        • image
        • image
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • IA
        • ID
        • IL
        • MA
        • MI
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • TX
        • UT
        • VA
        • WA
        • WI

        Professional Experience

        • UBS Financial Services Inc - Account Vice President - Portfolio Manager
          San Francisco, CA - July 2013 to Present

        Education

        • B.S. Finance - Iowa State University 2007
        • MBA - Argosy University - Seattle, WA 2013

          • Iowa State University, B.S. Finance: 2007
          • Argosy University - Seattle, WA, MBA: 2013
          • Portfolio Manager
          • CERTIFIED FINANCIAL PLANNER™
          • Accredited Wealth Management Advisor℠
          555 California Street
          32nd/ 34th /46th Floor
          San Francisco, CA 94104
          eric.benz@ubs.com
          Eric Benz, MBA, CFP, AWMA
          555 California Street,San Francisco,CA,94104
        • Richard Hernandez Profile Photo

          Richard Hernandez

          Senior Client Associate

          • image
          • image
          • AZ
          • CA
          • CO
          • FL
          • IL
          • IN
          • MD
          • NC
          • NJ
          • NV
          • NY
          • OR
          • TX
          • WA

          Professional Experience

          • UBS Financial Services Inc - Senior Client Service Associate
            San Francisco, CA - December 1997 to Present

                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
                richard.hernandez@ubs.com
                Richard Hernandez
                555 California Street,San Francisco,CA,94104
              • Diane Endo

                Diane Endo

                Authorized Officer

                Senior Client Associate

                • image
                • image
                • AZ
                • CA
                • WA

                Professional Experience

                • UBS Financial Services Inc - Senior Client Service Associate
                  San Francisco, CA - March 2011 to Present

                  • University of California, Berkeley , B.A.
                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
                    diane.endo@ubs.com
                    Diane Endo
                    555 California Street,San Francisco,CA,94104

                  Why does A.I. in space matter?

                  Outlook on interest rates

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Insights