Lasting relationships

Understanding what matters most to you

Office lobby

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.

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    Weisner Perez

    Associate Director

    Market Director

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

          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
              • Susan-Plante

                Susan Lynn Plante

                Executive / Team Assistant

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                  Susan joined UBS after an 18-year tenure with Arrow Electronics, Inc., a Global Fortune 150 Electronics Company. She was most recently the Business Operations Manager for North America, and also held several other key roles in Business Operations, support and executive administration over the years at Arrow.  Having moved to Las Vegas from Southern California in Aug 2016, Susan has three grown children and she originally hales from Calgary, Alberta, Canada.

                        10801 W Charleston Boulevard
                        Suite 400
                        Las Vegas, NV 89135

                      Focus on liquidity management

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                      UBS and Credit Suisse—stronger than ever

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $3.9 trillion

                      In invested assets globally 
                      As of 12/31/2022

                      51 countries

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                      UBS is a world-leading wealth manager

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