How can you pursue what matters most?

Sailboat splashing in water

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three generations in front yard

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.

  • Jeffrey Adams Profile Photo

    Jeffrey Adams, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Jeff is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, Jeff provides comprehensive planning and asset management solutions for a select group of corporate executives, entrepreneurs and successful professionals. As a distinguished member of UBS' Directors Council he attributes his team's success to their dedication to cultivating strong personal relationships with their clients. Primarily responsible for investment strategy and risk management, he has guided the team's affluent clients since 1996. Jeff holds the Certified Exit Planning Advisor designation and earned his B.S. in Business Administration - Marketing at Arizona State University. In his community, he is active in coaching youth athletics and serves on several boards of directors.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • Arizona State University, B.S. Business Administration - Marketing
    • Certified Exit Planning Advisor
    • Wealth Advisor
    Home Worker SC
    Home Worker SC, SC 000
    jeffrey.adams@ubs.com
    Jeffrey Adams, CEPA
    Home Worker SC,Home Worker SC,SC,000
  • Brian Young Profile Photo

    Brian Young, CFP, CEPA, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Brian started in the financial services industry in 1999 and has extensive experience in helping his affluent clients make smart financial decisions. He is primarily responsible for leading the group's planning and wealth management initiatives where he manages and protects the continued prosperity of a select group of business owners, successful professionals and their families. A member of UBS' Director's Council, he holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor and Chartered Retirement Plans Specialist designations. In addition, he earned his B.S. in Business Administration – Financial Services from San Diego State University.

    Brian and his wife, Nicole, have two sons, Carter and Hayden. In his free time, Brian enjoys golfing, skiing and the occasional round of tennis. 

    • Forbes Best-in-State Wealth Management Teams, 2023, 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • San Diego State University, B.S. Business Administration - Financial Services
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Exit Planning Advisor
    • Chartered Retirement Plans Specialist℠
    12220 El Camino Real
    Suite 400
    San Diego, CA 92130
    brian.young@ubs.com
    Brian Young, CFP, CEPA, CRPS
    12220 El Camino Real,San Diego,CA,92130
  • Judith Seaver Profile Photo

    Judith Leigh "Judi" Seaver

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IN
    • MI
    • NC
    • NV
    • OH
    • OK
    • OR
    • PA
    • TX
    • UT
    • VA
    • WA

    Judi is a UBS Financial Advisor who has worked closely with clients, their families and small business owners in the San Diego area for over thirty years. She works tirelessly to keep her clients abreast of current market conditions so that in turbulent times, they remain confident and focused on their long term objectives. She seeks to help clients address their most important priorities with a clear financial plan coupled with comprehensive investment strategies that puts their goals within reach. Outside of the office Judi enjoys spending time with her family, friends and staying active. She is passionate about her community at large and supports charities such as the San Diego Humane Society and The Susan G Komen Foundation.

    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

        17180 Rancho Bernardo Center
        Suite 100
        San Diego, CA 92128
        judith.seaver@ubs.com
        Judith Leigh "Judi" Seaver
        17180 Rancho Bernardo Center,San Diego,CA,92128
      • Shelsey Robertson Profile Photo

        Shelsey Robertson

        Wealth Strategy Associate

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        • AZ
        • CA
        • NV
        • WA

        Shelsey began her career in financial services in 2008 and after working in several facets of the industry, she joined San Diego Wealth Management Group in 2016.  With a passion for helping clients in all aspects of the financial planning process, she collaborates with clients’ executive teams (Attorneys, CPAs, Agents, etc.) to ensure holistic execution of their overall financial plan.  She enjoys providing guidance and education relating to financial strategies with the ultimate goal of helping clients attain comfort and security in their long-term financial outlook. Shelsey earned her B.S. in Finance and Economics from Eastern Washington University. She and her husband, Taylor, have two children, Bode and Lola. In her free time, Shelsey enjoys practicing yoga, exploring the local parks and traveling whenever she can find the time. 

          • Eastern Washington University, B.S. Finance
            Home Worker WA
            Home Worker WA, WA 000
            shelsey.robertson@ubs.com
            Shelsey Robertson
            Home Worker WA,Home Worker WA,WA,000
          • Becky

            Becky Hamilton

            Director

            Team Administrator

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            • AZ
            • CA
            • CO
            • FL
            • HI
            • ID
            • IL
            • WA

            Becky Hamilton is the newest member to the San Diego Wealth Management Group, playing a critical role in providing client service support and handling the team’s administrative operations. She enjoys assisting clients with their daily account needs and providing a dedicated customer experience. Becky has more than 20 years in the Financial Services industry, starting with branch operations and growing into various leadership roles within UBS, most recently Lead Market Operations Manager of the Private Wealth Division. Becky’s experience allows her to better understand the rewards and challenges that our clients face on a daily basis. She is happy to join the team to dedicate her knowledge and talent on serving our clientele with a white glove approach. Becky resides in Peoria, AZ with her husband of 16 years, Jeff Hamilton, and their 3 kids, daughter Hunter (14) and sons Brody (12) & Brock (7). In her free time, Becky serves on the board of directors for her son's Little League and loves to spend time at the baseball fields with her family.

                  14624 N Scottsdale Road
                  Suite 150
                  Scottsdale, AZ 85254
                  becky.hamilton@ubs.com
                  Becky Hamilton
                  14624 N Scottsdale Road,Scottsdale,AZ,85254

                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.

                Why does A.I. in space matter?

                Outlook on interest rates

                Tree

                UBS and Credit Suisse—stronger than ever

                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

                Download the report

                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

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