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

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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
    • PR
    • SC
    • TN
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    • 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.

      • Arizona State University, B.S. Business Administration - Marketing
      • Certified Exit Planning Advisor
      • Wealth Advisor
      4800 N Scottsdale Road
      Suite 4500
      Scottsdale, AZ 85251
    • 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
      • PR
      • 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. In his community, Brian is active with the Financial Planning Association and Junior Achievement.

      • Forbes America’s 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
    • John Kerr Profile Photo

      John H. Kerr

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • MI
      • NC
      • NJ
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      • OR
      • TN
      • TX
      • UT

      John started his career in Wealth Management with Merrill Lynch in 1983 and served his clients in a variety of management and advisory roles. In 2009 he moved his practice to UBS where he saw an opportunity to provide a better overall wealth management experience for his clients. In that same year he earned the UBS designation of Wealth Advisor and has worked primarily with families to assist with their complex financial needs ever since. John is now primarily responsible for macroeconomic strategy on the team where he integrates the current and changing geopolitical events into our team's investment strategy. He is a graduate of the University of Florida with a degree in Economics. John has been a resident of Fallbrook for the past 30 years and enjoys playing golf in his spare time.

        • University of Florida, Economics
        • Wealth Advisor
        17180 Rancho Bernardo Center
        Suite 100
        San Diego, CA 92128
      • Judith Seaver Profile Photo

        Judith Leigh "Judi" Seaver

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • ID
        • IN
        • MI
        • NC
        • NV
        • OH
        • OK
        • OR
        • PA
        • PR
        • 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.

              17180 Rancho Bernardo Center
              Suite 100
              San Diego, CA 92128
            • Shelsey Robertson Profile Photo

              Shelsey Robertson

              Wealth Strategy Associate

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              • AZ
              • CA
              • NV
              • WA

              Shelsey, who began her career in the financial services industry in 2009, joined San Diego Wealth Management Group in 2016.  She enjoys working with clients in all aspects of the financial planning process providing guidance and attention to detail, ultimately striving to ensure attainment of their financial goals.  Prior to accepting a position at UBS, Shelsey worked as a Relationship Manager for an alternative investment closed-end fund. She was also the lead support role for the executive team at an independent broker-dealer where she worked closely with a client base of business owners and affluent families. Shelsey earned her B.S. in Finance with a minor in Economics from Eastern Washington University. In her community, Shelsey is passionate about supporting local businesses and eager to join forces in support of the Humane Society and Susan G. Komen Foundation.

                • Eastern Washington University, B.S. Finance
                  601 West Riverside Avenue
                  Suite 1200
                  Spokane, WA 99201
                • Nicole Kerstner Profile Photo

                  Nicole Kerstner

                  Client Associate

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                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • NV
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                  • WA

                    • California State University, Chico, B.S. Health Science
                      888 San Clemente Drive
                      Suite 300
                      Newport Beach, CA 92660

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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