Growing and preserving wealth

Always wanting to help others, Jason grew up wanting to be a doctor. He became interested in economics while earning his bachelor’s degree at the University of Florida. After college, Jason helped his uncle run a family business before deciding to use his financial knowledge to help other business owners grow and preserve their wealth. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2007. In 2018, Jason added two new designations.  In February, he earned the prestigious Certified Exit Planning Advisor (CEPA) designation, which focuses on helping business owners plan for the day where they will exit their business through a sale or transfer to their family, a key employee or an ESOP.  In November, Jason earned his Certified Private Wealth Advisor® designation, which is an advanced professional certification for advisors who serve high-net-worth clients.  The CPWA designation is designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

An experienced and personal approach
Jason’s approach to working with his clients is personal and family-oriented. His process starts with discovering his clients’ family picture as well as their immediate financial needs and future aspirations. He then creates a customized investment plan to guide them and their families in achieving their goals. Jason and his team pride themselves on providing a holistic client experience. This means working collaboratively with clients’ attorneys and CPAs, helping multiple generations within families, and meeting regularly with clients to review and update financial plans.

Outside UBS
Jason and his wife, Leigh, have two children, Reagan and William. Jason enjoys serving his community on the Advisor Council for the Southeastern Guide Dogs and also as the minister of planned giving for the Church of the Redeemer. He is an avid sports fan and can be found cheering on the University of Michigan football team and the Detroit Tigers.

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

Focusing on core values

Justin focuses on working with high-net-worth clients, including professional athletes, medical specialists and affluent retirees. His investment planning process is highly detail-oriented and centered on the core tenets of diversification and risk management. He is passionate about doing his best to ensure that his clients reach their personal and professional financial objectives.

Understanding risk management

Justin joined UBS as a Financial Advisor in 2012 and cofounded the Heritage Group with Jason Hughes. Prior to joining UBS, Justin spent two years as an advisor with Morgan Stanley. He earned his bachelor’s degree from Florida Gulf Coast University, where he majored in finance and minored in economics.

Outside UBS

Justin was born and raised in Sarasota, Florida, where he was a star baseball player and avid baseball fan. He has two children, Sawyer and Evangeline. Justin volunteers with military and animal welfare organizations and serves in various roles on the Board of Directors for the Humane Society of Sarasota County.

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

Solving problems proactively
As a Wealth Management Associate, Coty believes that making life simpler for her clients is her first priority. She strives to anticipate and proactively address client inquiries. Coty is responsible for managing the Heritage Group’s Client Service Model as well as creating and maintaining policies and procedures that ensure a superior client experience.

Outside UBS
Coty graduated with a B.S. in psychology from the University of Southern Mississippi. She began working for UBS in Spokane, WA in 2012 and holds the Series 7 and 66 securities licenses. She and her husband, Adam, moved to Sarasota in 2016 and are happy to call it their home.

In addition to her work at UBS, Coty leads local UBS volunteer opportunities. In the past few years, the Heritage Group has helped build a house for Habitat for Humanity, participated in a Walk-a-thon for Southeastern Guide Dogs, fed the hungry at the Salvation Army and provided backpacks for Title 1 schools, Cards for Kids and many more.

Registered States:
CT, FL, IL, MT, NM, NV, NY, SC, VA

Amanda is responsible for assisting the team with marketing, event coordination, team projects and administrative tasks. She enjoys providing personalized service to clients and helping clients utilize technology in their finances by incorporating UBS Online Services. 

Amanda joined the financial services industry in 2017 with over 15 years of experience in marketing and customer service. She holds the series 7 and 66 securities licenses. Her passion for taking care of clients and pursuing advanced education opportunities has allowed her to excel in this role.  

After attending school at University of Colorado in Colorado Springs, she relocated to Sarasota where she enjoys an active lifestyle with her husband, Jamie, their young daughter, Taylor, and their dog, Lana. She is an avid runner and enjoys fitness challenges of all types. 

Registered States:
FL, NM, NY