Jeffrey Young - UBS Financial Services Inc.

James Smalley is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Winter Park, FL, where he has dedicated his career to financial advising since 1980, emphasizing integrity and client-centric solutions. With a deep understanding of investment processes and a keen awareness of economic trends, Smalley and his team assist clients in navigating various financial phases, including asset accumulation, retirement income, and wealth transfer, all while maintaining a focus on liquidity, longevity, and legacy strategies. Generated from the website

UBS Financial Services Inc. in Winter Park, FL, is advised by Senior Vice President Robert Whittington and specializes in wealth management services tailored to clients' personal goals and financial needs. Utilizing a unique framework called UBS Wealth Way, the firm focuses on liquidity, longevity, and legacy to help clients organize their financial lives across varying time frames. This established firm boasts over 160 years of experience, offering robust insights and strategies to navigate market opportunities and financial challenges. With a global presence and a commitment to client trust, UBS continues to lead the wealth management sector while participating in philanthropic efforts through initiatives like the UBS Optimus Foundation. Generated from the website

Southeast Wealth Management Group, a division of UBS Financial Services Inc., is a trusted provider of wealth management services in Winter Park, FL. With a focus on helping clients achieve their financial goals, they offer personalized strategies tailored to individual needs. Specializing in wealth management, Southeast Wealth Management Group is dedicated to guiding clients through the complexities of financial planning. Their team of experts is committed to delivering top-notch service and support to help clients secure their financial future. Generated from their website's infomation