Managing Director–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.
Recognized as an industry leader:
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.
Credentials
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Managing Director–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.
Recognized as an industry leader:
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.
Credentials
Let's connect
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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