Your Financial World – Simplified

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Career history

Jeff’s passion for the industry began at an early age. After graduating from college in 1991 Jeff began his career at UBS, formerly PaineWebber, in the downtown Chicago office. He later moved to Boston, where he officially formed The Swett Wealth Management Group at UBS. The team has grown to seven members and over $1 billion in assets under management.

With over 30 years of experience, Jeff is responsible for the group’s overall investment strategies and personalized client solutions. Jeff builds relationships with clients to fully understand their financial needs, and to ensure their plan aligns with their values. Clients turn to Jeff for financial advice on a range of topics that may include portfolio management, retirement planning, business planning and succession, credit and lending, insurance, income management, estate planning, and charitable giving.

Credentials that build confidence

Jeff has been the recipient of numerous awards and acknowledgments throughout his career, including most recently being ranked as #9 in Forbes Best-In-State Wealth Advisors, as well as past recognition on Financial Times Top 400 Financial Advisors. He recently celebrated his 10th year as a UBS Chairman’s Council member.

Additionally, Jeff is also a frequent media contributor on a variety of topics including financial education, investment strategies and market trends. He has appeared in numerous print and online publications including Financial Advisor Magazine, Market Watch, Boston Business Journal, Forbes, CNBC and others.

Community & Outside activities

Jeff is a board member of The Hingham Sports Partnership and former board member of the Atlantic Symphony Orchestra. He is a mentor for American Corporate Partners, where he assists veterans in their career transition. Jeff also serves as the Head Sponsor for a person financial education program at a local high school. Within the community, his team is a corporate sponsor for the Boston Civic Symphony and partner of Harvard University.

In his free time, he enjoys coaching youth basketball, baseball and soccer. He resides in Hingham, MA with his wife and three children.

Focus areas:

• Portfolio evaluation & review
• Equity Compensation Planning
• Concentrated stock planning
• Tax minimization strategies 
• Customized asset allocation planning

Accomplishments:

• Managing Director of Wealth Management 
• Certified Financial Planner
• Chartered Retirement Planning Counselor
• Certified Exit Planning Advisor
• Member of UBS Chairman’s Circle
• Corporate Stock Benefit Consultant

Licensing:

• Series 7, General Securities Representative
• Series 63, Uniform Securities Agent State Law Examination
• Series 65, Uniform Investment Advisor Law Examination
• Series 31, Future Managed Funds Examination
• Massachusetts Insurance License

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 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.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor
• Corporate Stock Benefit Consultant
• Certified Exit Planning Advisor

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David Nash is a Financial Advisor and Partner of Swett Wealth Management at UBS in Boston, MA.

With over 15 years of industry experience, he helps clients organize their financial lives by providing strategic financial planning and tailored investment management.  

David obtained a BA in Economics from the College of the Holy Cross, and a MBA in Finance and Entrepreneurship from Boston University Questrom School of Business.

He is an active member of his community and is involved in numerous charities such as March of Dimes, The Jimmy Fund, and Habitat for Humanity. In his free time, he enjoys spending time with his family and friends, traveling, and playing golf. David resides on the South Shore of Boston, MA with his wife and three children.

Focus Areas:

• Business development and marketing
• Equity compensation planning and concentrated stock strategies 
• Multi-generational financial planning and discovery
• Customized portfolio evaluation and review
• Risk management solutions
• Lending optimization
• Tax minimization strategies 

Accomplishments:

• CERTIFIED FINANCIAL PLANNER™ 
• MBA in Finance and Entrepreneurship
• Wealth Planning Associate Program
• Corporate Stock Benefit Consultant

Licensing:

• Series 7, General Securities Representative
• Series 66, Uniform Combined State Law Examination
• Mortgage Loan Originator (NMLS ID #1859482)
• Massachusetts Insurance License

• 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.

• College of the Holy Cross, B.A. Economics
• Boston University Questrom School of Business, M.B.A. Finance and Entrepreneurship

• CERTIFIED FINANCIAL PLANNER®
• Corporate Stock Benefit Consultant

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Swett Wealth Management is thrilled to introduce our newest team member, Stephanie Oesch, who is joining as a Wealth Management Associate. With extensive experience and a diverse skill set, Stephanie is dedicated to providing exceptional service for all of our amazing clients’ financial needs.

Fully registered with Series 7 and Series 66 securities licenses, as well as Life and Accident and Health insurance licenses, Stephanie brings a strong foundation of knowledge and professionalism to our team.

Beyond her professional achievements Stephanie has a rich and diverse personal background. She has lived in Switzerland, holds dual U.S. and Swiss citizenship, and continues to try to keep up her German. She also enjoys skiing, gardening, traveling and spending time with her husband and daughter.

Focus areas:

• Client education on account services
• Client on-boarding leader
• Account documentation
• Asset transfers
• Banking services
• Tax reporting
• Online support

Licensing:

• Series 7, General Securities Representative
• Series 66, Uniform combined state Law Examination
• Insurance Licensed

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Tasha began her career in financial services over a decade ago at UBS in San Francisco. She has been working alongside Jeff and his clients since 2010. She has an exceptional combination of professional experience and a broad knowledge of financial planning. Over the years Tasha has focused on client education and providing total wealth solutions. By understanding client goals and risk tolerance, she creates custom asset allocation models and investment recommendations. Using a proactive approach, Tasha prioritizes what is most important to her clients and identifies the effective solutions.

In her free time she enjoys traveling, running, reading, and cheering for her favorite sports teams.  She currently lives in Boston with her husband and daughters Cassie & Morgan.

Focus areas:

Tasha's focus is on financial planning, investment analysis and implementation.

Additionally, she provides expertise in the following areas:

• Empowering women to protect & grow their wealth
• Sustainable Investing strategies & charitable giving
• Retirement plans & equity compensation 
• Healthcare planning structures
• Multigenerational planning

Accomplishments:

• Undergraduates degree in Business Finance
• UBS Advisory Training Program
• Corporate Stock Benefit Consultant

Licensing:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)   
• Chartered Retirement Planning Specialist  
• Series 7, General Securities Representative
• Series 66, Uniform combined state Law Examination
• Series 31, Future Managed Funds Examination

• CERTIFIED FINANCIAL PLANNER®
• Corporate Stock Benefit Consultant

Lauren joined the team back in 2015. Her primary responsibilities as the Business development Specialist include client concierge services, strategies for group development, and extensive project management.  

Lauren works to consistently improve the business process and client experience, review market research, and oversees the team’s customer relationship management services.

Prior to joining the team, Lauren spent time working as a Client Service Associate for a Boston based insurance management company, and additionally as a travel nanny, assisting families with their vacations worldwide.

In her free time she enjoys volunteering at an animal shelter, traveling, trying new restaurants and spending time with her dog Brody.

Focus areas:

• Client concierge services
• Website and Social media management
• Brand promotion and advertising
• Event planning and sponsorships
• Client Financial Education Program
• Team Community Service leader
• Media Strategy 
• Client service satisfaction development projects

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With almost 34 years of financial industry experience, Steve brings a seasoned approach to the wealth management process. He focuses on providing comprehensive, holistic wealth management and financial planning services to a select group of clients and their families. Steve takes pride in working closely with his clients to build investment portfolios based on clearly defined goals and personal comfort level.

Steve began his career in 1990 and spent time at PaineWebber and Morgan Stanley before joining UBS in 2008. He was appointed Executive Director in 2004 and has also earned his Chartered Retirement Planning Counselor™ certification. He had been in branch management for 25 of those 34 years. With more than 30 years of industry experience, Steve has decided to ease into retirement gradually over the next several years.

Steve earned his Chemistry degree from University of Rhode Island in 1986. In his free time he enjoys scuba diving, road biking and traveling. He resides in North Kingstown, RI with his wife Debra.

• 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.

• University of Rhode Island, Chemistry

• Chartered Retirement Planning Counselor

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Deborah's focus is primarily on customer interface. She takes great pride in her knowledge of the financial services industry and UBS operational procedures.

With the administrative oversight of the group, she can be counted on to effectively handle all customer requests, including retail trades. Deb started in the financial services industry at Merrill Lynch in 1993 and has held positions at Smith Barney prior to joining UBS in 2009. She holds her Series 7 and 63 licenses.

Deb has been awarded UBS's Culture Carrier award for the past consecutive three years and has also earned the UBS Outstanding Service Award in 2018.

Deb resides in West Boylston, MA and loves vintage shopping, boating and visiting the New England Beaches.

Ryan joined the team in 2023 as an intern. He assists the team with market research, project management, and other administrative tasks.

Ryan is currently a senior at Tufts University. He plans to graduate in May 2024 with a BA in Economics.

In his free time, he enjoys reading, cooking, and traveling.