Jhett Urie

About Jhett Urie

Learn more about my team at:https://advisors.ubs.com/ut/With a history dating back to 1965, The Urie-Taylor Group has been providing generations of families with comprehensive and customized wealth management. To us, it’s about discovering what you need to feel confident, comfortable, and prepared for the future. We strive to develop a true connection with you, your family, and your world—beyond your investment portfolio.Together, we bring a multigenerational view on financial management that allows our team to relate to you and all generations of your family. We listen closely to fully understand what you value most. Through our thoughtful planning process, we determine your family’s goals, growth/income needs, and comfort with risk. We work to define what success looks like for your family by ensuring you are asking the right questions.We pride ourselves on responsive and attentive customer service every step of the way. We aspire to exceed the traditional sense of wealth managers as we are life advocates for our clients. As advocates for you, we get things done quickly and are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor First Vice President Wealth Management

   UBS

   Mar 2025 — Present

Education

• Florida State University

  Bachelor of Science, Finance

  2013 — 2017

Skills

• Communication
• Marketing Strategy
• Social Media
• Marketing
• Flexibility/Adaptability/Managing Multiple Priorities
• Microsoft Powerpoint
• Microsoft Word
• Powerpoint
• Microsoft Excel
• Wealth Management
• Teamwork
• Planning/Organizing
• Customer Service
• Analytical/Research Skills
• Microsoft Outlook
• Leadership
• Public Speaking
• Consultworks
• Dependability/Reliability/Responsibility
• Client Relations
• Financial Services
• Organization Skills
• Computer/Technical Literacy
• Leadership/Management Skills
• Event Planning
• Outlook
• Willingness to Learn
• Communications Skills
• Thomsonone
• Wealth Management Services
• Microsoft Office
• Retirement Planning
• Advertising
• Dedication/Hard-Working/Work Ethic/Tenacity
• Loyalty
• Time Management