Jeff Heard, CFP®, CIMA®, CPWA®, is a Senior Vice President in Wealth Management at UBS Financial Services Inc., where they have worked since 2011. They have held various roles at UBS, including Financial Advisor and Director, contributing to their expertise in financial planning and wealth management. Prior to that, Jeff served as Senior Vice President at Bank of America and Vice President at JPMorgan Chase. Jeff earned a BBA in Finance from Texas A&M University in 1985.
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