Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Father and daughter

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Weisner Perez Rodriguez

    Weisner Perez

    Associate Director

    Market Director

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    • CA
    • CT
    • MA
    • NJ
    • NV
    • NY
    • RI

    Current Role and Professional History

    Weisner Perez is the Market Director in Las Vegas, NV for UBS Financial Services. In his role, he helps deliver the open architecture of the firm to financial advisors to help them keep growing their business. He oversees the day to day management of the Las Vegas branch offices.  Prior to this role, he served in numerous managerial roles within UBS Home Office, more recently he was an Associate Market Executive for the Greater New England Market. He currently hold his FINRA SIE, Series 3, 7, 66, 9, and 10 licenses. He is holds his Certified Exit Planner and Accredited Asset Management Advisor Designations.

    Education and Personal Information

    Weisner grew up in Berwyn, IL and attended Morton West high school. He graduated from Harvard University with a bachelor's degree in Sociology and minor in Economics while also being a member of the men’s basketball program where he also served as captain. He currently lives in Las Vegas, NV and enjoys spending time boxing on his free time.  

          10801 W Charleston Boulevard
          Suite 400
          Las Vegas, NV 89135
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          Jeffrey Potter

          Director

          Market Supervisory Officer

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          • AZ
          • CA
          • ID
          • MT
          • NM
          • NV
          • UT

          Jeff has 20+ years of experience in financial services with prior management roles at Wachovia Securities & Morgan Stanley/Smith Barney.  He relocated to Las Vegas in 2018 from Connecticut where he had previously spent his entire career.  Jeff attended the University of Maryland and hold Series 3,7,9,10,63 & 65 licenses as well as the CFP designation.   

           

          Registered States:

          AZ, CA, ID, MA, MT, NM, NV, NY, UT

           

           

                10801 W Charleston Boulevard
                Suite 400
                Las Vegas, NV 89135

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Focus on liquidity management

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              Tree

              UBS and Credit Suisse—stronger than ever

              culture

              An advisor-centric (and client-centric) culture

              How UBS helps you exceed client expectations and drive your business’s growth

              Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

              Learn more

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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