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.

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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.

  • Jeffrey Nash Profile Photo

    Jeffrey Nash

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • 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
      • Eric Benz Profile Photo

        Eric Benz, MBA, CFP, AWMA

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IA
        • ID
        • IL
        • MA
        • MI
        • MN
        • MT
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OR
        • SC
        • 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
        • Richard Hernandez Profile Photo

          Richard Hernandez

          Senior Client Associate

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          • 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

              What did the Fed say?

              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

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