Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida.

Jeffrey L. Hogue

Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager

UBS Financial Services Inc.

Gainesville, Florida

Professional Profile

Call Me When

Call Me When... You want to explore getting the most benefit from your business, as well as how to preserve, protect ‎and maximize the value it represents in your and your family's financial future.‎

Contact Method

Phone or e-mail

Profession

  • Wealth Planner
  • Professional Certifications

    CFPu00ae, CEPA

    Transition Planning Certification

    Exit Planning Institute / The Value Acceleration Methodology

    Functional Expertise

  • Capital markets
  • Cash management
  • Charitable giving
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
  • Exit/Transition Planning
  • Client Industries

  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Business Focus

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To work with like-minded professionals in order to collaborate and promote increased awareness u200ewithin the business community of the importance of having a well-defined transition strategy.u200e

    Website

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