Insights based advice

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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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.

  • Jeff Reynolds-1

    Jeffrey D. Reynolds

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
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    • NC
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    • NH
    • NJ
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    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Jeff has deep roots in the financial industry; his grandfather and great-grandfather were Financial Advisors, and their work ethic and dedication to their profession inspired Jeff to follow their career path. Jeff brings a lifetime of experience to his wealth management practice, and for more than 25 years, Jeff has served exceptional families, organizations, and business owners.

    Beginning with discovery and active listening, Jeff is committed to understanding the intricate details of each client's wealth as well as their short and long term goals. He builds a tailored plan to provide clarity and confidence for clients along their journey on the their path to financial freedom.

    As a Financial Advisor, Jeff receives great satisfaction knowing he is making a significant impact on the quality of his clients' lives now and their future legacy.

    Outside of UBS

    Jeff and his wife Patty reside in Brandon, Florida, and together they have two children:

    • A son Jason - a graduate of University of Virginia, who works for KPMG in Dallas
    • A daughter Jessica - a fourth-year student at University of North Carolina, who is a member of the Rowing Team.

    Jeff serves as a board member at University of South Florida Muma College of Business, Dean's Council.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        101 E Kennedy Blvd
        18th Floor
        Tampa, FL 33602
        jeff.reynolds@ubs.com
        Jeffrey D. Reynolds
        101 E Kennedy Blvd,Tampa,FL,33602
      • David Grindel

        David M. Grindel, CFP

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WV

        A seasoned professional, David has over 20 years in the financial industry. He focuses on working with extraordinary families and successful individuals to create and implement strategies that serve as a cornerstone of his client's financial lives.

        David process begins with a time investment to fully understand the intricate details of each client's unique financial story. He then develops a comprehensive financial plan and investment portfolio that reflects each client's future goals. David strives to build long- term, trusting relationships, and helps guide clients to along the way to simplify their financial lives. Strategically tracking progress, David helps ensure the plan remains aligned with their overall goals and objectives over time.

         

        Outside of UBS

        David and wife Rosa live in Valrico, Florida with their two children.  He is an avid runner, and enjoys basketball, tennis, golf, and plays the guitar.

        Currently, David is a member of the Tampa Kiwanis Club, and formerly served on the Board of Directors for Big Brothers / Big Sisters of Tampa Bay.

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            101 E Kennedy Blvd
            18th Floor
            Tampa, FL 33602
            david.grindel@ubs.com
            David M. Grindel, CFP
            101 E Kennedy Blvd,Tampa,FL,33602
          • Jeremy Hall

            Jeremy R. Hall, CFP

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IA
            • IL
            • IN
            • MA
            • MD
            • ME
            • MN
            • MS
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OH
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WV

            Passionate about finance from a young age, Jeremy began pursuing a career as a Financial Advisor. He entered the profession as a financial planner gaining invaluable experience, and quickly saw the value of creating and implementing comprehensive financial plans.

            Jeremy’s honest, straightforward approach is rooted in helping his clients understand their goals, and develop a targeted, strategic financial plan for a range of life stages. He knows your financial plan evolves and adapts with you and your family as your life and goals change.

            Jeremy is focused on helping you navigate assets, estate planning strategies, retirement planning, and insurance needs. His approach is built on financial plans reflecting reflects an integrated view of multigenerational estate, tax and philanthropic goals as well as the legacy you hope to leave behind.

             

            Outside of UBS

            Jeremy and his wife reside in Brandon, Florida.  He enjoys spending time outdoors with his wife and two dogs.

            A strong believer in serving his community, Jeremy is a Freemason and Shriner. He is deeply committed to the Shriner's Hospital for Children.

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
                jeremy.hall@ubs.com
                Jeremy R. Hall, CFP
                101 E Kennedy Blvd,Tampa,FL,33602

              The depth and breadth of UBS

              In helping address all aspects of your wealth, we draw freely on in-house expertise and knowledge. This includes outreach and collaboration with specialists and experts within UBS, including the Advanced Planning Group and the vast resources of UBS Investment Bank.

              The depth and breadth of UBS

              Simplify your financial lives

              Sustainability

              Simplify your financial lives

              You’re selling within the year

              You’re selling within the year

              People and causes you care about

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              People and causes you care about

              Sustainability

              a. Discovery–We take a different view when it comes to wealth management: your view. We’ll step into your shoes, listen to your goals and help you get control of your finances

              b. Planning–Beginning with the end in mind, we will review and update your financial plan on an ongoing basis to ensure we meet your goals

              c. Consolidation – We help make your life easier by consolidating accounts where appropriate and providing a view of your total financial picture in one place.

              • Finalize your trust and estate strategies 
              • Work with us to interview and select the investment banker that works best for you
              • Finalize your exit plan and focus on getting the best deal for the sale
              • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
              • As needed, prepare employees and managers for the transition
              • Think about what’s next for you and your future, after the sale
              Learn more

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              • You may need to care for parents, pets, someone in your family with special needs, or anyone else that is important to you

              • Are there causes you care about that you want to support? Are you giving in an efficient manner that doesn’t compromise your long-term goals? We’re happy to help with these discussions

              • Do you have friends or family members that could use financial advice? If they’re important to you, they are important to us. Feel free to use us as a resource

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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              Planning for the future with confidence

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              Sophisticated portfolio management

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              Planning for a lifetime

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              Outlook on interest rates

              Why does A.I. in space matter?

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              Retirement planning

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              Inspiring connections

              Who we work with

              You. Connected.

              At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

              Insights

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager