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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    • AL
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    • DC
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    • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        One Independent Drive
        Independent Square
        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
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            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
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

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                  Support and resources

                  The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                  Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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                  UBS is a leading and truly global wealth manager

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