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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 Wolfe

Senior Vice President–Wealth Management
View bio
- CA
- CT
- DE
- FL
- GA
- MD
- NC
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
Making a significant impact for clients

During his 25 years in the financial services industry, Jeff has brought a family oriented and personalized approach to his high net worth clients. His top priority is growing and protecting the wealth they and their families have built. He designs customized investment strategies that reflect the values important to each of his clients. Following strategy implementation Jeff's team provides a high level of customer service. The results are strong, long-lasting relationships that make a significant impact on clients' lives. Jeff's clients include business owners as well as senior executives in the real estate, art and entertainment worlds.

A distinctive background

Jeff began his career practicing securities, real estate and corporate finance law at prestigious New York City law firms. Prior to his career at UBS, he was the branch manager of a regional wealth management firm specializing in municipal bonds, where he oversaw nearly 100 financial advisors. Following the sale of this firm, Jeff spent nearly 10 years honing his skills at a major investment firm. Jeff’s background as a securities and finance attorney, senior manager and financial advisor provide him with unique, wide-ranging expertise. Among the customized wealth planning solutions he is able to provide for the families he works with include actively managed municipal bond portfolios providing tax-advantaged income, securities based lending, mortgage financing and equity portfolio management.

Education and professional achievements

Jeff is FINRA-registered and holds his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses. He holds a B.A. in Political Science from the University of Delaware (cum laude) and a J.D. from the University of California's Hastings College of The Law, where he was a member of the Hastings Law Journal.
- University of Delaware, B.A. in Political Science- Cum Laude
- University of California's Hastings College of The Law, J.D.
- Portfolio Manager
100 SE 2nd Street
Suite 2500
Miami, FL 33131

jeffrey.wolfe@ubs.com

Jeffrey Wolfe

100 SE 2nd Street,Miami,FL,33131

Jeffrey Wolfe

Senior Vice President–Wealth Management
View bio
- CA
- CT
- DE
- FL
- GA
- MD
- NC
- NJ
- NV
- NY
- PA
- SC
- TN
- TX
Making a significant impact for clients

During his 25 years in the financial services industry, Jeff has brought a family oriented and personalized approach to his high net worth clients. His top priority is growing and protecting the wealth they and their families have built. He designs customized investment strategies that reflect the values important to each of his clients. Following strategy implementation Jeff's team provides a high level of customer service. The results are strong, long-lasting relationships that make a significant impact on clients' lives. Jeff's clients include business owners as well as senior executives in the real estate, art and entertainment worlds.

A distinctive background

Jeff began his career practicing securities, real estate and corporate finance law at prestigious New York City law firms. Prior to his career at UBS, he was the branch manager of a regional wealth management firm specializing in municipal bonds, where he oversaw nearly 100 financial advisors. Following the sale of this firm, Jeff spent nearly 10 years honing his skills at a major investment firm. Jeff’s background as a securities and finance attorney, senior manager and financial advisor provide him with unique, wide-ranging expertise. Among the customized wealth planning solutions he is able to provide for the families he works with include actively managed municipal bond portfolios providing tax-advantaged income, securities based lending, mortgage financing and equity portfolio management.

Education and professional achievements

Jeff is FINRA-registered and holds his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses. He holds a B.A. in Political Science from the University of Delaware (cum laude) and a J.D. from the University of California's Hastings College of The Law, where he was a member of the Hastings Law Journal.
- University of Delaware, B.A. in Political Science- Cum Laude
- University of California's Hastings College of The Law, J.D.
- Portfolio Manager
100 SE 2nd Street
Suite 2500
Miami, FL 33131

jeffrey.wolfe@ubs.com

Jeffrey Wolfe

100 SE 2nd Street,Miami,FL,33131

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way 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.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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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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Insight-based advice

Pursuing your goals together

Jeffrey Wolfe

Jeffrey Wolfe

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Education

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