Financial planning for what you want to accomplish

Well-planned, real-life solutions

We focus on smart financial planning using a process that reflects real life—and the real you. Our conversations start and end with your financial goals and your life situation. And we explain everything in clear terms that help you connect your financial decisions to your objectives. It’s all about you—and it’s never a one-size-fits-all solution.

Life will zigzag in countless ways. We guide individuals, families, corporations and not-for-profit organizations in making their best financial decisions in every situation. Whether you are the head of your governing board or the family you cherish, we’ll be there to help you maintain the path to your goals through every curve and each surprise that life brings.

Start the conversation

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.

Donald "Don" Jackson

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Don and his team deliver highly customized financial and investment solutions for individuals, families, organizations, endowments and foundations. Don joined UBS in 1994 and is known for his straightforward, approachable style and client-centric approach. A client’s financial goals are the focus of everything Don does. Just as the first step in planning a journey is to select a destination, Don’s first step with clients is to identify their unique goals, tolerance for risk and their time frame. After each of these relevant factors are identified, Don develops a proper course of action to reach specific financial objectives.

In his spare time, Don enjoys spending time with family and friends and building relationships in the Tulsa community.

“We love the work we do. And I’m grateful that my professional life has led to such an enriching personal life with the relationships I’ve built and the terrific people I’ve met along the way. We’re so fortunate to have a profound and lasting impact on our community.”

— Don Jackson

Community Involvement:
- Frequent guest analyst for local TV and radio stations
- Leadership Tulsa Class ‘44
Education:
- Certified Investment Management Analyst (CIMA®), The Wharton School of Business
- CERTIFIED FINANCIAL PLANNER™ professional, Northeastern State University, Oklahoma
- Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute
- Bachelors Degree in economics, University of Oklahoma
Licenses:
- Series 7
- Series 31
- Series 63
- Series 65
- CA License # 0C20637
- AR License # 1514678
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
- University of Oklahoma, Bachelors degree in Economics
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Senior Managed Accounts Consultant
- Certified Exit Planning Advisor
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Layton Sharum

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Layton joined UBS following his graduation from the University of Tulsa in 2014. Layton’s focus for the team is gathering critical data from our clients for establishing financial goals, providing investment analytics and executing portfolio reviews.

He helps clients with various financial planning needs, employing a careful process of discovery, goal-setting and formulation of actionable steps to achieve specific objectives. Layton takes a practical yet philosophical view toward the investment markets, stressing a long-term horizon and a carefully constructed asset allocation strategy.

Born and raised in Arkansas, Layton is a lifelong Razorback fan. When he’s not working, he enjoys golfing and traveling with his family and friends.

“I enjoy that I am in a profession where we can build wealth for our clients. I wake up excited to head to work.”

— Layton Sharum

Education:
- Bachelor of Science in business administration, University of Tulsa
Licenses:
- Series 7
- Series 66
- State of Oklahoma life insurance and variable annuity licenses
- CA License # 0L03173
- AR License# 17519446
- University of Tulsa, Bachelor of Science in Business Administration
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Andrea "Andie" Clem

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MN
- MO
- MT
- NC
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
Andie is the primary point of contact for all client inquires and service-related needs. She manages all operations for the team, including onboarding, account openings, asset disbursement, along with a variety of technical and administrative responsibilities. Her integral role on the team helps ensure seamless communications and operations for our clients.

Andie joined UBS in 2000 and has worked with Don Jackson’s team from the outset. She began in the financial services industry in 1997 as an Operations Clerk for Frost National Bank in Fort Worth, TX, later moving to Merrill Lynch. Andie is known for her “can do” approach, strong service ethic and her natural inclination to assist others. She is proud to help individuals and families of all generations make positive financial decisions that enrich their lives, help them realize their true potential and fulfill their dreams.

In her spare time, Andie enjoys spending time with her daughter Alexis, shopping for the perfect shoe, painting and traveling.

“I just like helping people. We like finding the right answers. And I want people to feel comfortable that we can handle one generation to the next, and know that we’ll always be here.”

— Andie Clem

Licenses:
- Series 7
- Series 66
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Cheryl Palmiter-Ekaitis

Senior Client Associate
View bio
- OK
- TX
Cheryl is the newest member of The Jackson Group. As our teams Business Development Specialist, she is responsible for our branding, strategic partnerships, and our client's overall experience with The Jackson Group. Cheryl is the point person for all client and prospective client events and campaigns. Organized and process-driven, she truly enjoys planning special events to show our clients how much they mean to us.

Cheryl began her financial career at American Century Investments in October of 1996. Over the last 20+ years the financial institutions and daily tasks may have changed, but her primary focus of delivering an exceptional customer service experience was always top of mind.

Cheryl is a Kansas City, MO native who moved to Tulsa in the summer 2006 with her husband, Mark. On most evenings and weekends, she can be found at an ice rink supporting her daughter Mollie's competitive figure skating career.

Education:
- Bachelor of Science in speech communication, Central Missouri State University
Licenses:
- Series 6
- Series 7
- Series 9
- Series 10
- Series 24
- Series 63
- Series 66
- Central Missouri State University, Bachelor of Science in Speech Communication
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Stephanie Gifford

Client Experience Director

View bio

Current role and areas of expertise

Stephanie joined UBS Bank USA in 2017 and she is currently a Wealth Management Banker covering portions of the Midwest and Minnesota-Northern Plains markets.

Stephanie has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of banking and lending options that may complement a client's overall wealth management objective permitting UBS Financial Services Inc. to offer, as appropriate, both asset and liability management services to their clients.

Professional history

Stephanie began her career in financial services in 2009. Prior to joining UBS, she was a Regional Bank Private Banker with Wells Fargo where she was responsible for maintaining a book of High Net Worth clients and worked closely with financial advisors to offer banking, insurance, and advisory solutions for their collective clients. Prior to, her roles included being a Project Manager for both Securities America and Carson Wealth Management Group where she collaborated with technology to develop multiple programs for their Advisory and Operations groups.

Education and personal information

Stephanie holds a BS in Business Management & Analysis from Bellevue University. She also holds several designations and licenses including the Series 7, 63, and 66 securities licenses and NMLS # 1475320

Outside of the office, when she's not busy volunteering at her son's school or going to his sporting events, Stephanie enjoys traveling, trying new restaurants, and volunteering for multiple non-profits throughout the Omaha metro area.

Stephanie resides in Omaha, Ne.
Melissa Lilly, CEPA, CTFA

Director

Wealth Planning Strategist

View bio

Current role and areas of expertise

Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
Melissa is responsible for providing Financial Advisors and their high net worth clients with
unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
financial planner, she provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies

Professional history

Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
high net worth clients. Melissa's background is in estate planning law. She practiced law in
California prior to moving to New Orleans in 2009.

Education and personal information

Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
(CEPA) and a Certified Trust and Financial Advisor (CTFA).

Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
time with her family and in the outdoors running and swimming.
Tyler Deaver

WEALTH PLANNING ASSOCIATE

View bio

Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.

Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
Jill Hollenbeck-Hill

Director

Senior Wealth Management Banker

View bio

Current role and areas of expertise

Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Wealth Management Banker covering the Midwest Market as well as the Wealth Advice Center.
Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management, and Wealth Management which included managing her own book of high-net-worth clients.

Education and personal information

In Jill’s role as a Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7, and 66 securities licenses. She also holds a Bachelor of Arts from The University of Missouri –Columbia.
Outside of the office, Jill enjoys attending sporting events and trying out new restaurants.
Jill resides in St. Louis, MO with her husband and three boys.

Donald "Don" Jackson

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Don and his team deliver highly customized financial and investment solutions for individuals, families, organizations, endowments and foundations. Don joined UBS in 1994 and is known for his straightforward, approachable style and client-centric approach. A client’s financial goals are the focus of everything Don does. Just as the first step in planning a journey is to select a destination, Don’s first step with clients is to identify their unique goals, tolerance for risk and their time frame. After each of these relevant factors are identified, Don develops a proper course of action to reach specific financial objectives.

In his spare time, Don enjoys spending time with family and friends and building relationships in the Tulsa community.

“We love the work we do. And I’m grateful that my professional life has led to such an enriching personal life with the relationships I’ve built and the terrific people I’ve met along the way. We’re so fortunate to have a profound and lasting impact on our community.”

— Don Jackson

Community Involvement:
- Frequent guest analyst for local TV and radio stations
- Leadership Tulsa Class ‘44
Education:
- Certified Investment Management Analyst (CIMA®), The Wharton School of Business
- CERTIFIED FINANCIAL PLANNER™ professional, Northeastern State University, Oklahoma
- Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute
- Bachelors Degree in economics, University of Oklahoma
Licenses:
- Series 7
- Series 31
- Series 63
- Series 65
- CA License # 0C20637
- AR License # 1514678
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
- University of Oklahoma, Bachelors degree in Economics
- Certified Investment Management Analyst®
- CERTIFIED FINANCIAL PLANNER™
- Senior Managed Accounts Consultant
- Certified Exit Planning Advisor
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Layton Sharum

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- PR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
Layton joined UBS following his graduation from the University of Tulsa in 2014. Layton’s focus for the team is gathering critical data from our clients for establishing financial goals, providing investment analytics and executing portfolio reviews.

He helps clients with various financial planning needs, employing a careful process of discovery, goal-setting and formulation of actionable steps to achieve specific objectives. Layton takes a practical yet philosophical view toward the investment markets, stressing a long-term horizon and a carefully constructed asset allocation strategy.

Born and raised in Arkansas, Layton is a lifelong Razorback fan. When he’s not working, he enjoys golfing and traveling with his family and friends.

“I enjoy that I am in a profession where we can build wealth for our clients. I wake up excited to head to work.”

— Layton Sharum

Education:
- Bachelor of Science in business administration, University of Tulsa
Licenses:
- Series 7
- Series 66
- State of Oklahoma life insurance and variable annuity licenses
- CA License # 0L03173
- AR License# 17519446
- University of Tulsa, Bachelor of Science in Business Administration
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Andrea "Andie" Clem

Senior Client Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- ME
- MN
- MO
- MT
- NC
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
Andie is the primary point of contact for all client inquires and service-related needs. She manages all operations for the team, including onboarding, account openings, asset disbursement, along with a variety of technical and administrative responsibilities. Her integral role on the team helps ensure seamless communications and operations for our clients.

Andie joined UBS in 2000 and has worked with Don Jackson’s team from the outset. She began in the financial services industry in 1997 as an Operations Clerk for Frost National Bank in Fort Worth, TX, later moving to Merrill Lynch. Andie is known for her “can do” approach, strong service ethic and her natural inclination to assist others. She is proud to help individuals and families of all generations make positive financial decisions that enrich their lives, help them realize their true potential and fulfill their dreams.

In her spare time, Andie enjoys spending time with her daughter Alexis, shopping for the perfect shoe, painting and traveling.

“I just like helping people. We like finding the right answers. And I want people to feel comfortable that we can handle one generation to the next, and know that we’ll always be here.”

— Andie Clem

Licenses:
- Series 7
- Series 66
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
Cheryl Palmiter-Ekaitis

Senior Client Associate
View bio
- OK
- TX
Cheryl is the newest member of The Jackson Group. As our teams Business Development Specialist, she is responsible for our branding, strategic partnerships, and our client's overall experience with The Jackson Group. Cheryl is the point person for all client and prospective client events and campaigns. Organized and process-driven, she truly enjoys planning special events to show our clients how much they mean to us.

Cheryl began her financial career at American Century Investments in October of 1996. Over the last 20+ years the financial institutions and daily tasks may have changed, but her primary focus of delivering an exceptional customer service experience was always top of mind.

Cheryl is a Kansas City, MO native who moved to Tulsa in the summer 2006 with her husband, Mark. On most evenings and weekends, she can be found at an ice rink supporting her daughter Mollie's competitive figure skating career.

Education:
- Bachelor of Science in speech communication, Central Missouri State University
Licenses:
- Series 6
- Series 7
- Series 9
- Series 10
- Series 24
- Series 63
- Series 66
- Central Missouri State University, Bachelor of Science in Speech Communication
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Stephanie Gifford

Client Experience Director

View bio

Current role and areas of expertise

Stephanie joined UBS Bank USA in 2017 and she is currently a Wealth Management Banker covering portions of the Midwest and Minnesota-Northern Plains markets.

Stephanie has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of banking and lending options that may complement a client's overall wealth management objective permitting UBS Financial Services Inc. to offer, as appropriate, both asset and liability management services to their clients.

Professional history

Stephanie began her career in financial services in 2009. Prior to joining UBS, she was a Regional Bank Private Banker with Wells Fargo where she was responsible for maintaining a book of High Net Worth clients and worked closely with financial advisors to offer banking, insurance, and advisory solutions for their collective clients. Prior to, her roles included being a Project Manager for both Securities America and Carson Wealth Management Group where she collaborated with technology to develop multiple programs for their Advisory and Operations groups.

Education and personal information

Stephanie holds a BS in Business Management & Analysis from Bellevue University. She also holds several designations and licenses including the Series 7, 63, and 66 securities licenses and NMLS # 1475320

Outside of the office, when she's not busy volunteering at her son's school or going to his sporting events, Stephanie enjoys traveling, trying new restaurants, and volunteering for multiple non-profits throughout the Omaha metro area.

Stephanie resides in Omaha, Ne.
Melissa Lilly, CEPA, CTFA

Director

Wealth Planning Strategist

View bio

Current role and areas of expertise

Melissa is a Wealth Planning Strategist for the Central and East Divisions. In this capacity,
Melissa is responsible for providing Financial Advisors and their high net worth clients with
unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced
financial planner, she provides expertise in the following areas:

- Estate and multi-generational planning
- Retirement income and cash flow analysis
- Business continuity and succession planning
- Retirement plans and employee benefits
- Risk and liability management planning
- Charitable giving strategies
- Executive compensation and benefit strategies

Professional history

Melissa joins the Wealth Planning Strategist team after serving as a UBS Financial Advisor where
she worked with the Exit Planning and Wealth Consulting Group. Prior to joining UBS, Melissa was a
Wealth Advisor and Trust Officer with IBERIABANK, providing estate and financial planning advice to
high net worth clients. Melissa's background is in estate planning law. She practiced law in
California prior to moving to New Orleans in 2009.

Education and personal information

Melissa has a Juris Doctor from University of California, Davis and a Bachelor of Arts in English
from the University of Colorado at Boulder. Melissa holds her Series 7 and Series 66 securities
licenses, as well and life and health insurance licenses. She is a Certified Exit Planning Advisor
(CEPA) and a Certified Trust and Financial Advisor (CTFA).

Melissa and her husband live in New Orleans with their daughter and three dogs. She enjoys spending
time with her family and in the outdoors running and swimming.
Tyler Deaver

WEALTH PLANNING ASSOCIATE

View bio

Tyler is the Wealth Planning Associate for the Midwest region. He joined UBS in 2020 as a Financial Advisor at the Wealth Advice Center located at our home office in Weehawken, NJ. There he worked with clients from across the country and gained well-rounded financial experience. Tyler is passionate about planning as he has seen firsthand the benefits of peace and confidence it instills in the lives of the clients he’s worked with.

Tyler is originally from Las Vegas, NV and graduated from UNLV’s Lee Business School with a major in International Business and a minor in Spanish. He and his wife, Janae enjoy trying new restaurants, attending sporting events, and going for walks or bike rides.
Jill Hollenbeck-Hill

Director

Senior Wealth Management Banker

View bio

Current role and areas of expertise

Jill Hollenbeck-Hill joined UBS Bank USA in 2017 and is currently a Wealth Management Banker covering the Midwest Market as well as the Wealth Advice Center.
Jill has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients with a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Jill began her career in financial services in 1990. Prior to joining UBS, she worked for Bank of America for 26 years holding various roles in Retail Banking, Training and Development, Branch Management, and Wealth Management which included managing her own book of high-net-worth clients.

Education and personal information

In Jill’s role as a Wealth Management Banker her NMLS # is 652406. She holds her Series 6, 7, and 66 securities licenses. She also holds a Bachelor of Arts from The University of Missouri –Columbia.
Outside of the office, Jill enjoys attending sporting events and trying out new restaurants.
Jill resides in St. Louis, MO with her husband and three boys.

Why we believe clients choose us

Why we believe clients choose us—and stay with us

Because we know you want to be heard. We are active listeners who are responsive to your concerns, because we want to build a lifelong, authentic relationship. We seek to earn your trust.
You can ask us anything. We have information at our fingertips—which means that you have it, too. And we’ll provide answers to your unique questions, quickly.
We love what we do, and we love helping people. We’re wealth planning professionals with deep knowledge, training, education and experience. We’re also skilled in breaking down the complexities into simple steps that are easy for you to act on.
We’ve spent over 30 years focusing on making sure we’re the best at what we do. We feel we’re thorough and we do it right, down to the smallest details.
We’re part of the community just like you. We believe in hard work the same way you do. And we are fully committed to always acting honorably and honestly to benefit you and your family.

It’s about leading a richer life—and we’re not just talking dollars and cents. We’re talking about the confidence a well-thought-out financial plan can bring…a flexible plan that supports your goals and lets you respond to life’s changes in the best possible way.

Our process

Our process and customized financial planning solutions can help you thrive now and build a lasting legacy

We use a disciplined yet flexible process that lets us fully understand your present and future goals—and the best way to pursue them. Because each financial choice you make can have a ripple effect on different areas of your life, we explore every angle and analyze all potential outcomes.

Discover

Learning about you

Our process begins with a series of conversations that help us understand what drives you, from your personal values and priorities to your professional goals. Once we have a true understanding of who you are and what matters most to you, we work closely with you to establish a fully integrated financial plan to address these crucial areas of your life.

Analyze

Reviewing assets and risk

We review your personal finances and portfolios so we can assess where you stand today and where you have room for improvement. We will talk about risk—specifically, how much is too much when it comes to your strategy.

Plan

Developing your financial plan

After closely analyzing this information, we prepare a comprehensive financial plan tailored to your needs. We will collaborate with your team of professional advisors to ensure that our collective guidance is consistent with your goals.

Implement

Putting your strategy in place

Once our plan is in place, we implement the strategy with a timely and efficient approach. We tap our considerable experience, the expertise of our network of financial professionals and the full range of global resources available at UBS.

Monitor

Communicating, reporting and optimizing

As we monitor your portfolio’s performance, we make adjustments for life changes and economic conditions. With continual and detailed reporting, we keep you informed about all the services provided and compensation received.

Your unique plan

Your unique plan and our personalized advice makes all the difference

We put the global resources of UBS to work for you, bringing you timely perspectives, customized investment management and a fully integrated suite of financial solutions. Our focus, discipline, process and experience are supported by the global research capabilities and intellectual capital of UBS. We use our deep knowledge and comprehensive services to help you navigate an unpredictable market and seize new opportunities, protecting and growing all that you’ve worked so hard to build:

Customized portfolio management. We offer a variety of responsive strategies that enable us to build custom portfolios specific to your situation. Serving as your discretionary portfolio manager or by working with select money managers, we offer a broad array of investments that help match your objectives and risk preferences.

Prudent asset allocation. Our comprehensive due diligence and planning process helps to determine your and your family’s goals, growth and income needs, and tolerance for risk. We then craft an asset allocation that supports your financial plan, seeks to lower volatility, and responds to market changes and takes advantage of new investment opportunities.

Open access and focused research. We provide access to an open platform of premium financial solutions both within and outside of UBS. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused research.

Multigenerational strategies for your family’s wealth. We can work with you across multiple generations to create a dialogue that engages and guides your family members to protect and preserve your legacy. We are positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

At The Jackson Group, we want our clients to be confident that they have a financial plan to live their dreams, make a difference for their families and weather the unexpected.

2022 year-end planning guide

In this guide you can explore an array of planning ideas, such as:

Tax planning
Investment-related planning
Retirement planning
Charitable giving
Wealth transfer planning
Trust planning and administration

Download guide

Keeping the aging brain young

Pat Corry, Head of Portfolio Strategy & UBS Wealth Way Solutions in the UBS Americas Chief Investment Office, and Dan Scansaroli, Head of Portfolio Strategy & UBS Wealth Way Solutions, CIO Americas sat down with Dr. Marc Milstein, a leading brain health expert, to discuss how our brains change as we age, surprising factors that age the brain and the costs associated with brain health issues.

Wealth, from your point of view

Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Learn more

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

^$2.8 trillion

In invested assets globally
As of 06/30/2022

Financial planning for what you want to accomplish

Pursuing your goals together

Donald "Don" Jackson

Layton Sharum

Andrea "Andie" Clem

Cheryl Palmiter-Ekaitis

Stephanie Gifford

Melissa Lilly, CEPA, CTFA

Tyler Deaver

Jill Hollenbeck-Hill