Senior Vice President–Wealth Management
Financial Advisor
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams' process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.
Credentials
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Senior Vice President–Wealth Management
Financial Advisor
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities. Jeffrey's focus provides the teams' clients with investment and risk management. The teams' process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has the Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.
As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.
Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.
Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.
Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.
In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.
Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty years of experience in the financial industry to your relationship.
As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.
Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania. Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.
Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.
Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.
In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office. Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey with their dog Grace.
Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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