As Managing Director of Wealth Management at UBS and leader of The Swett Wealth Management Group, Jeff's goal is to address and plan for all aspects of clients’ financial lives so they are able to spend their time where it matters most. With 27 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 and life goals. Jeff has spent his entire career with UBS, and his team currently manages over $900 million in assets. Jeff has been the recipient of numerous awards and acknowledgements throughout his career. He has been a long standing member of his firm's Chairman's Council, a designation reserved for a select group of the top-performing advisors at UBS. He has been ranked as one of the Top 20 of Forbes/SHOOK Best-In-State Wealth Advisors in Massachusetts, and recognized by the Financial Times as a Top 400 Advisor in the country. Aside from earning his Certified Financial Planner and Chartered Retirement Planning Counselor designations, Jeff has obtained his series 7, 63, 65 and 31 licenses. He is also a Senior Portfolio Manager and Corporate Stock Benefit Consultant. As a frequent media contributor, Jeff has written and spoken on a variety of financial topics and has been quoted by Forbes, Financial Advisor Magazine, Market Watch, The Hill, US News &World Report and others. Jeff resides in Hingham with his wife and 3 children and enjoys sports, music and travel.
