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Jeff Heard - Email & Phone Number

Senior Vice President - Wealth Management USA; CFP®, CIMA®, CPWA®, Financial Advisor at Ubs

Jeff Heard is based out of Houston, United States of America and works at Ubs as Senior Vice President - Wealth Management USA; CFP®, CIMA®, CPWA®, Financial Advisor.

Jeff Heard's Contact Information

Jeff Heard's Work email
j*****@ubs***.com
Valid
Jeff Heard's Phone number
+1 (770) *** ****
Jeff Heard's Phone number
+1 (281) *** ****
Latest update
December 5, 2025
Location
Houston, United States of America

Jeff Heard's Work History

Senior Vice President - Wealth Management USA; CFP®, CIMA®, CPWA®, Financial Advisor
UBS Financial Services Inc.
Feb 2020 - Present
Director; Financial Advisor, CFP®, CIMA®, CPWA®
UBS Financial Services Inc.
Jun 2011 - Present
Director; Banking Products Consultant
UBS Financial Services Inc.
Aug 2003 - Jun 2011
Senior Vice President, The Private Bank
Bank of America
Vice President
JPMorgan Chase

Jeff Heard's Education

BBA
Jan 1981 - Dec 1985

Jeff's current employer

Ubs logo

Ubs

Description
Website
ubs.com
HQ Location
zurich, switzerland
Founded
1862
Number of employees
10001+
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Jeff Heard

What company is Jeff Heard working for?
Jeff Heard works for Ubs.
What is Jeff Heard's function at Ubs?
Jeff Heard is Senior Vice President - Wealth Management USA; CFP®, CIMA®, CPWA®, Financial Advisor at Ubs.
Where is Jeff Heard based?
Jeff Heard is based out of Houston, United States of America.
What is Jeff Heard's work email address?
Jeff Heard's professional email address is j*****@ubs***.com
Who are Jeff Heard's co-workers?
Jeff Heard's colleagues are Sydney Green, Matt Fumuso, Nick Paterakos, Stéphane Weibel, Vincent Lucchesi, Kevin Fiscus, John Willis, MaryBeth Walker, Gregoire Coudert, Durell Buzzini, Russell Weber, Allen Pierce, Steven Young, Aida Babayan, Nathan Hewes, Katie Burke, Devin Callinan, David Logan, Jamal Abu-Shamala, Bryant Davis, Grant Juth, Hiromi Hanamura, Vania Markarian, Jacqueline Kunkel, John Grannis, Christopher Criswell, Reed Fawley, Jordan Teichman, Stephen Smith, Brad Seamon, William Sobers, Mark Tunney, Allison Paine Landers, Dean Bryen, Pedro N..
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Jeff's co-workers

Sydney Green avatar
Sydney Green
associate director - product owner, advisory investment programs
Matt Fumuso avatar
Matt Fumuso
First Vice President - Wealth Management
Nick Paterakos avatar
Nick Paterakos
Senior Vice President - Wealth Management
Stéphane Weibel avatar
Stéphane Weibel
Director | Regional COO | Group Treasury Americas
Vincent Lucchesi avatar
Vincent Lucchesi
Senior Vice President - Wealth Management
Kevin Fiscus avatar
Kevin Fiscus
Vice President-wealth Management, Wealth Advisor
John Willis avatar
John Willis
First Vice President - Wealth Management, USA | Senior Portfolio Manager
MaryBeth Walker avatar
MaryBeth Walker
Senior Vice President of Wealth Management
Gregoire Coudert avatar
Gregoire Coudert
Vice President - UHNW Financial Advisor
Durell Buzzini avatar
Durell Buzzini
Senior Vice President Wealth Management, Financial Advisor
Russell Weber avatar
Russell Weber
Senior Vice President - Wealth Management, Certified Financial Planner
Allen Pierce avatar
Allen Pierce
First Vice President - Wealth Management
Steven Young avatar
Steven Young
Senior Vice President - Wealth Management
Aida Babayan avatar
Aida Babayan
Senior Vice President – Wealth Management
Nathan Hewes avatar
Nathan Hewes
Vice President-wealth Management
Katie Burke avatar
Katie Burke
Director/Vice President
Devin Callinan avatar
Devin Callinan
Senior Vice President - Wealth Management
David Logan avatar
David Logan
Account Vice President
Jamal Abu-Shamala avatar
Jamal Abu-Shamala
First Vice President - Wealth Management
Bryant Davis avatar
Bryant Davis
Senior Vice President - Wealth Management
Grant Juth avatar
Grant Juth
Vice President - Wealth Management, USA
Hiromi Hanamura avatar
Hiromi Hanamura
First Vice President Wealth Management
Vania Markarian avatar
Vania Markarian
Vice President
Jacqueline Kunkel avatar
Jacqueline Kunkel
senior vice president - wealth managment - wealth advisor
John Grannis avatar
John Grannis
Vice President - Wealth Management
Christopher Criswell avatar
Christopher Criswell
Senior Vice President - Wealth Management
Reed Fawley avatar
Reed Fawley
Senior Vice President - Wealth Management
Jordan Teichman avatar
Jordan Teichman
Vice President
Stephen Smith avatar
Stephen Smith
Senior Vice President-Wealth Management
Brad Seamon avatar
Brad Seamon
Senior Vice President-Wealth Management
William Sobers avatar
William Sobers
Vice President - Wealth Management
Mark Tunney avatar
Mark Tunney
Senior Vice President - Private Wealth Management
Allison Paine Landers avatar
Allison Paine Landers
Chief Experience Officer (CXO), Banking & Lending
Dean Bryen avatar
Dean Bryen
CTO - Cloud and DevSecOps Platforms
Pedro N. avatar
Pedro N.
LATAM Business Risk - WM COO
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