How can you pursue what matters most?

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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.

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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

    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
          weisner.perez@ubs.com
          Weisner Perez
          10801 W Charleston Boulevard,Las Vegas,NV,89135
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          Jeffrey Potter

          Director

          Team Administrator

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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
                jeffrey.potter@ubs.com
                Jeffrey Potter
                10801 W Charleston Boulevard,Las Vegas,NV,89135
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                Mica Lam

                Director

                Admin Manager

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                • AZ
                • CA
                • DC
                • DE
                • FL
                • HI
                • IA
                • ID
                • IL
                • MA
                • MD
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • UT
                • WA
                • WY

                      251 South Lake Avenue
                      10th Floor
                      Pasadena, CA 91101
                      mica.lam@ubs.com
                      Mica Lam
                      251 South Lake Avenue,Pasadena,CA,91101

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