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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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          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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                One Independent Drive
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                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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                      ElectionWatch 2024

                      24 questions for the '24 US election

                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                      Download the report

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