Jeffrey Nash and Eric Benz
View FINRA BrokerCheck informationContact us

Let's move forward. Together.

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jeffrey Nash

Managing Director–Wealth Management

California Insurance License #0A66621

Professional Experience

  • UBS Financial Services Inc. - Financial Advisor -  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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MI
  • MO
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Jeffrey Nash

Education

  • University of California, Davis, B.S.

Jeffrey Nash

555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Jeffrey Nash

Managing Director–Wealth Management

California Insurance License #0A66621

Professional Experience

  • UBS Financial Services Inc. - Financial Advisor -  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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MI
  • MO
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Education

  • University of California, Davis, B.S.
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

jeffrey.nash@ubs.com
Jeffrey Nash
555 California Street,San Francisco,CA,94104

Eric Benz, MBA, CFP, AWMA

Financial Advisor

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MI
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Eric Benz, MBA, CFP, AWMA

Education

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

Credentials

  • Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER
  • Accredited Wealth Management Advisor

Eric Benz, MBA, CFP, AWMA

555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Eric Benz, MBA, CFP, AWMA

Financial Advisor

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MI
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Education

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

Credentials

  • Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER
  • Accredited Wealth Management Advisor
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

eric.benz@ubs.com
Eric Benz, MBA, CFP, AWMA
555 California Street,San Francisco,CA,94104

Richard Hernandez

Senior Client Associate

Professional Experience

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

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • MD
  • NC
  • NJ
  • NV
  • NY
  • OR
  • TX
  • WA

Richard Hernandez

555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Richard Hernandez

Senior Client Associate

Professional Experience

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

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • MD
  • NC
  • NJ
  • NV
  • NY
  • OR
  • TX
  • WA
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

richard.hernandez@ubs.com
Richard Hernandez
555 California Street,San Francisco,CA,94104

Diane Endo

Authorized Officer

Senior Client Associate

Professional Experience

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

Registered States:
  • AZ
  • CA
  • HI
  • WA

Diane Endo

Education

  • University of California, Berkeley , B.A.

Diane Endo

555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Diane Endo

Authorized Officer

Senior Client Associate

Professional Experience

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

Registered States:
  • AZ
  • CA
  • HI
  • WA

Education

  • University of California, Berkeley , B.A.
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

diane.endo@ubs.com
Diane Endo
555 California Street,San Francisco,CA,94104

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2026. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings