Insight for every stage of your business

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

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When a business is transition-ready, its value increases in the eyes of the buyers.
- Jeff H. Wasson

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.

Jeoffrey H. Wasson, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
Jeoffrey H. Wasson, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

602-957-5144
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jeff’s been a financial advisor for over 29 years. The focus of his practice is helping business owners create a comprehensive strategy for monetizing their business through his Max Exit framework. He advises through every step of the process, including business and personal financial planning, understanding all the various types of buyers and assembling a team of highly specialized professionals.

After the successful sale or transition, his team provides ongoing wealth management for you and your family in what may be the most significant liquidity event of your life.

While born and raised in Ohio, he’s been a Phoenix resident since 1976. Him and his wife Tracey have 3 boys, Clayton, Tucker and Barrett. Jeff’s active in the community as a member of The Thunderbirds, host of the Waste Management Phoenix Open.
- Forbes Best-in-State Wealth Advisors, 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

jeff.wasson@ubs.com

Jeoffrey H. Wasson, CEPA

2575 East Camelback Road,Phoenix,AZ,85016
Clayton H. Wasson

Wealth Strategy Associate
Clayton H. Wasson

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

602-567-2086
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Clay joined UBS in 2024 as a Wealth Strategy Associate and supports the team's portfolio execution and financial planning process. He also focuses on cultivating and maintaining our next-generation relationships.

A former collegiate athlete, Clay played baseball for two years before graduating with his BBA in Finance from The University of Arizona. After gaining experience at Vanguard, he earned his MS in Finance from Arizona State University.

He serves as a volunteer YoungLife leader at Arcadia High School and is currently in the process of obtaining his CFP® certification.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

clayton.wasson@ubs.com

Clayton H. Wasson

2575 East Camelback Road,Phoenix,AZ,85016
Angela M. Howard

Senior Client Associate
Angela M. Howard

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

602-667-8125
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MN
- MO
- MT
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Angie has been with UBS since 2008, overseeing the team’s client experience and administrative operations. Having worked with Jeff for over 25 years, she consistently delivers personalized service and enjoys fostering lasting relationships with clients.

A graduate of Northern Arizona University, Angie holds Series 6,7,63 and 66 licenses. She lives in Phoenix with her twins, Reese and Riley who are now attending her alma mater. Outside the office, she enjoys hiking, skiing and traveling.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

angela.howard@ubs.com

Angela M. Howard

2575 East Camelback Road,Phoenix,AZ,85016

Jeoffrey H. Wasson, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor
Jeoffrey H. Wasson, CEPA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

602-957-5144
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jeff’s been a financial advisor for over 29 years. The focus of his practice is helping business owners create a comprehensive strategy for monetizing their business through his Max Exit framework. He advises through every step of the process, including business and personal financial planning, understanding all the various types of buyers and assembling a team of highly specialized professionals.

After the successful sale or transition, his team provides ongoing wealth management for you and your family in what may be the most significant liquidity event of your life.

While born and raised in Ohio, he’s been a Phoenix resident since 1976. Him and his wife Tracey have 3 boys, Clayton, Tucker and Barrett. Jeff’s active in the community as a member of The Thunderbirds, host of the Waste Management Phoenix Open.
- Forbes Best-in-State Wealth Advisors, 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- Certified Exit Planning Advisor
- Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

jeff.wasson@ubs.com

Jeoffrey H. Wasson, CEPA

2575 East Camelback Road,Phoenix,AZ,85016
Clayton H. Wasson

Wealth Strategy Associate
Clayton H. Wasson

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

602-567-2086
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Clay joined UBS in 2024 as a Wealth Strategy Associate and supports the team's portfolio execution and financial planning process. He also focuses on cultivating and maintaining our next-generation relationships.

A former collegiate athlete, Clay played baseball for two years before graduating with his BBA in Finance from The University of Arizona. After gaining experience at Vanguard, he earned his MS in Finance from Arizona State University.

He serves as a volunteer YoungLife leader at Arcadia High School and is currently in the process of obtaining his CFP® certification.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

clayton.wasson@ubs.com

Clayton H. Wasson

2575 East Camelback Road,Phoenix,AZ,85016
Angela M. Howard

Senior Client Associate
Angela M. Howard

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

602-667-8125
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MN
- MO
- MT
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
Angie has been with UBS since 2008, overseeing the team’s client experience and administrative operations. Having worked with Jeff for over 25 years, she consistently delivers personalized service and enjoys fostering lasting relationships with clients.

A graduate of Northern Arizona University, Angie holds Series 6,7,63 and 66 licenses. She lives in Phoenix with her twins, Reese and Riley who are now attending her alma mater. Outside the office, she enjoys hiking, skiing and traveling.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

angela.howard@ubs.com

Angela M. Howard

2575 East Camelback Road,Phoenix,AZ,85016

Advice for business owners & entrepreneurs

From success to succession

Wealth transfer across generations

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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Insight for every stage of your business

Pursuing your goals together

Jeoffrey H. Wasson, CEPA

Clayton H. Wasson

Angela M. Howard

Jeoffrey H. Wasson, CEPA

Clayton H. Wasson

Angela M. Howard

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Education

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