Jason Stephens
Jason Stephens, CFP®, Managing Director, Private Wealth Advisor, Financial Advisor, and Founder of The Stephens Group at UBS, provides comprehensive wealth management through the delivery of customized solutions on the full spectrum of wealth management needs. His focus includes investment management, liability management, trust and estate planning, tax management and philanthropic strategies. He frequently speaks on topics such as tax planning strategies, investing for income and other concerns after retirement. With over 20 years of experience in the financial services industry, Jason has been awarded numerous awards and accolades from major industry publications. An avid supporter of many local organizations and charities in his community, Jason was honored and featured in Naples Illustrated as one of their "Super Men" for 2015, and he was one of the "Men and Women of the Year" in 2019 for Gulfshore Life.
Jason Stephens Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor, Financial Advisor
Academic History
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Bachelors Degree, Finance and Accounting
Awards and Recognitions
- On Wall Street Magazine's Top 40 Advisors Under 40, 2015
- Barron's Top 1,200 Financial Advisors, 2014–2020
- Forbes Best-In-State Wealth Advisors, 2018–2020
- Forbes/SHOOK America's Top Wealth Advisors, 2017–2020
- Financial Times Top 400 Financial Advisor, 2015–2016, 2020
- Naples Illustrated "Super Men", 2015
- Gulfshore Life's "Men & Women of the Year", 2019
Community Involvement
- Vice President & Trustee, SWFL Children's Charity
- Participant, Take a Soldier Fishing
- Chair & Head of Executive Leadership Committee, Southwest Florida's American Heart Associations Heart Ball
- Patron, Boys and Girls Club of Collier County
- Patron, Neighborhood Health Clinic
- Patron, David Lawrence Center for Mental Health and Substance Abuse Services