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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          Kevin Pacciano

          Senior Vice President–Wealth Management

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                One Independent Drive
                Independent Square Suite 1700
                Jacksonville, FL 32202
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                Teresa Beasley

                Client Associate

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                        One Independent Drive
                        Independent Square
                        Jacksonville, FL 32202

                      Focus on liquidity management

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                      UBS and Credit Suisse—stronger than ever

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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