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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 Profile Photo

    Jeffrey Wolfe

    Senior Vice President–Wealth Management

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    • CA
    • CT
    • FL
    • GA
    • MD
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • 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

    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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