Knowledge Powered by experience

Jeff Weiler is a Senior Partner with The Pacific Wealth Group in our Lake Oswego, Oregon office. Jeff has over 23 years of investment management experience and has earned the titles Senior Vice President, Wealth Advisor, and Senior Portfolio Manager. As a former industry manager, Jeff sat on leading advisory councils in the investment industry and currently acts as the lead Portfolio Manager for The Pacific Wealth Group's Power Dividend and Focus Growth portfolios.

Jeff's skills as a portfolio manager and wealth advisor accommodate uniquely successful wealthy second and third generation families, as well as leaders and entrepreneurs in the business community. In addition to tactical client portfolio management and in-depth wealth management planning, Jeff enjoys building lifelong relationships with his clients. By placing the client's needs first, above all else, Jeff earns his client's trust through impeccable customer service and a drive to get results.

Jeff graduated from the University of Oregon with a Bachelor of Science degree in Finance, and began his career with Morgan Stanley in 1994, before recently joining UBS. Jeff is involved with several civic organizations and sits on the Board of Directors for Elevate Oregon. Jeff and his wife Brittany live in Lake Oswego with their four children. The Weiler family is active in sports, often with Jeff coaching each of his children in their various sports activities. On any given beautiful summer weekend, Jeff can be found spending time with family and friends on the water in Lake Oswego.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Lake Oswego

May 2015 - Present

Morgan Stanley

Senior Vice President

Lake Oswego

June 1994 - May 2015

Education

  • Bachelor of Science in Business Administration - Finance, University of Oregon

Licenses

  • Series 7, 8, 31, 63, 65

Registered States:

AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY