Jeff Dever is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in West Palm Beach, FL. With a holistic approach, Jeff and his team provide personalized financial planning, lending, tax optimization, and wealth transfer strategies for entrepreneurs, executives, and inheritors who have or will have a life-changing liquidity event. With extensive experience in global corporate finance and treasury, as well as founding and selling two technology firms, Jeff brings a wealth of knowledge to help clients optimize the value of their companies and plan for their financial future.
Jeff holds highly regarded designations as a Portfolio Manager and Wealth Advisor, and he is also a Certified Exit Planning Advisor. He is known for his involvement in the community, supporting various charities and fundraising efforts. In his free time, Jeff enjoys competing in international sailing regattas, spearfishing, diving, and skiing. He resides in downtown West Palm Beach with his wife and two adult sons.
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