Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. - Jacksonville (FL)

Peter Puzio We were in a very difficult situation this past week and we were very concerned about what to do. Ashley initially recommended a loan. She was so sweet and helpful! We made an appointment with Yvonne. She was absolutely fantastic and answered all of our concerns. She really pulled through and made thing work!

George Malone I’ve got to say probably the best bank around for customer service and overall banking experience… the staff is phenomenal I’ve been banking at the Fernandina branch for several years now !!!!!!

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

Jaime Stafford Ive been a client with JD Bowen since 2016. I have full trust in this intimate group of advisors that have given me over and above customer service. They really care about their clients needs and what strategies would work best for them. Ive seen my money grow over the years and the taste of financial freedom is getting closer each day! Here is a photo of me and my mom at the ladies Valentines lunch they hosted one year.