Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jeffrey P. Nash

Senior Vice President - Wealth Management
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415-576-3711

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Professional Experience

  • UBS Financial Services Inc. - Senior Vice President – Wealth Management
    San Francisco, CA - April 1985 - Present
  • Davis, Skaggs & Co.
    San Francisco, CA - January 1983 - April 1985

Education

  • B.S. University of California, Davis 1982


Registered States:
AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, MA, MD, MI, MO, MT, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, WY


Eric Benz, MBA, CFP®, AWMA®

Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
415-576-3809

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Professional Experience

  • UBS Financial Services Inc - Financial Advisor
    San Francisco, CA - July 2013 to Present

Education

  • B.S. Finance - Iowa State University 2007
  • MBA - Argosy University - Seattle, WA 2013


Registered States:
AZ, CA, CO, CT, DC, FL, IA, ID, IL, MA, MD, MI, MT, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, WY


Richard Hernandez

Senior Client Service Associate
415-576-3738

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Professional Experience

  • UBS Financial Services Inc - Senior Client Service Associate
    San Francisco, CA - December 1997 to Present


Registered States:
AZ, CA, CO, FL, IL, IN, MD, NJ, NV, NY, OR, TX, WA