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                GROWTH. TRANSFER. LEGACY.

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MEMBER PROFILE

 

Jeffrey Hogue

UBS Financial Services Inc.

 

Member profile details

Membership level
South Florida
First name
Jeffrey
Middle Initial
L.
Last name
Hogue
Title
Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager
Company
UBS Financial Services Inc.
 

CONTACT INFORMATION

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City
Gainesville
State
Florida
 

PROFILE INFORMATION

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.‎
Why I'm a member of XPX
To work with like-minded professionals in order to collaborate and promote increased awareness ‎within the business community of the importance of having a well-defined transition strategy.‎
Profession
  • Wealth Planner
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CEPA
Transition Planning Certification or Methodology
Exit Planning Institute / The Value Acceleration Methodology
In Business Since
1993
How to contact
phone or e-mail
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