Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor for both Fleet Boston and Prudential Securities. Jeffrey primarily provides the team's clients with investment and risk management. The team's unique process of managing money focuses on both fundamental analysis—what to buy and sell—and technical analysis—when to buy and sell. Jeffrey has his Series 7, 63 and 65 securities licenses and is also life and health insurance licensed. He is fluent in Spanish. Jeffrey resides with his wife, Rebeca, and their son in Boca Raton.

• Chartered Mutual Fund Counselor (CMFC)

• Lynn University, Boca Raton, FL
• Pope John Paul II High School, Boca Raton, FL

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Law
• Series 65, Investment Advisor Representative

• Make - A - Wish Foundation
• Fluent in Spanish

AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TX, VA