Jeffrey Nash and Eric Benz
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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

California Insurance License #0K17696

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

California Insurance License #0K17696

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

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