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
                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

                      UBS Year Ahead 2025

                      Roaring 20s: The next stage

                      Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                      A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                      Read the report

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.9+ trn

                      UBS Group invested assets
                      As of 06/30/2024

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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