Let's move forward. Together.

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Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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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.

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    Christopher Neri

    Senior Vice President–Wealth Management

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          One Independent Drive
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          Jacksonville, FL 32202
          chris.neri@ubs.com
          Christopher Neri
          One Independent Drive,Jacksonville,FL,32202
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          Kevin Pacciano

          Senior Vice President–Wealth Management

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          • AL
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                One Independent Drive
                Independent Square Suite 1700
                Jacksonville, FL 32202
                kevin.pacciano@ubs.com
                Kevin Pacciano
                One Independent Drive,Jacksonville,FL,32202
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                Teresa Beasley

                Client Associate

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                        One Independent Drive
                        Independent Square
                        Jacksonville, FL 32202
                        teresa.beasley@ubs.com
                        Teresa Beasley
                        One Independent Drive,Jacksonville,FL,32202

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                      Outlook on interest rates

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                      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

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