Experience Makes all the difference

Jeffrey A. Swett, of the Swett Group is the Managing Director, Senior Portfolio Manager and Corporate Stock Benefit Consultant at UBS Financial Services. He has been with the firm since 1992 and manages over $700 million dollars in assets from his office in Boston, Massachusetts.

The Swett Group's core business is focused on retirement planning for corporate executives. They manage client portfolios by developing asset allocation strategies using an array of different products which include equities, fixed income, structured products and exchange-traded funds. Clients experience ongoing communication and a high degree of personalized service.

Jeffrey A. Swett, CFP®, CRPC®

Managing Director - Wealth Management
Senior Portfolio Manager
Corporate Stock Benefit Consultant
617-439-8004
jeffrey.swett@ubs.com

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Jeff Swett is the Managing Director of The Swett Group at UBS in Boston. His team provides personalized retirement planning services to corporate executives, particularly those in the healthcare industry.

With over 25 years of experience, Jeff is responsible for the group’s investment strategies, overall focus and most importantly, building relationships with clients to fully understand their financial needs. Jeff utilizes his extensive network of strategists, tax and estate planning professionals to provide customized wealth planning solutions to address clients’ unique financial situations.

Jeff serves as a board member of The Hingham Sports Partnership and former board member of the Atlantic Symphony Orchestra. He is also a mentor for American Corporate Partners, where he assists veterans in their career transition. 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
  • Member of UBS Chairman’s  Circle
  • Corporate Stock Benefit Consultant
  • Financial Times Top Advisor 2014
  • Forbes Best-In-State Advisor 2018

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


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV


Natasha "Tasha" Antonakos, CFP®, CRPC®

Senior Wealth Strategy Associate
Planning Specialist
Corporate Stock Benefit Consultant
617-439-8205
natasha.antonakos@ubs.com

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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 West Roxbury with her husband.

 

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
  • Socially Responsible 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

 


Registered States:
CA, CT, FL, IL, MA, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX


Karen Lucey, FPQP™

Senior Client Service Associate
Corporate Stock Benefit Consultant
617-439-8449
karen.lucey@ubs.com

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Karen is the first point of contact for clients’ support and administrative needs. She began her career in 1996 at the UBS Portland Maine office before relocating to Boston in 1999.

Karen handles all client administrative tasks and her goal is to provide exceptional customer service in a timely manner. With her oversight of the group, she can be counted on to effectively handle all customer requests. Her vast knowledge of UBS systems and procedures is key to keeping the team running smoothly.

She currently resides north of Boston with her husband. When she is not in the office she can be found at her favorite vacation place, Walt Disney World.

 

Focus areas:

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

Accomplishments:

  • Corporate Stock Benefit Consultant
  • Financial Paraplanner Qualified Professional (FPQP)   
  • UBS Service Excellence Award First Quarter 2017

Licensing:

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


Registered States:
AK, AZ, CA, CT, DC, FL, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, VA


Lauren Taylor Scarlett

Client Service Associate
Business Development Specialist
617-439-8110
lauren.scarlett@ubs.com

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Lauren is the most recent addition to our team, joining 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 and spending time with her dog Roscoe.

 

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
  • Client service satisfaction development projects