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

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: (352) 745-7443 or E-Mail: Jeffrey.Hogue@ubs.com

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, CEPA

    Functional Expertise

  • Capital markets
  • Cash management
  • Charitable giving
  • Employee benefits
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Exit Planning Institute / The Value Acceleration Methodology

    Client Industries

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

    Membership

    South Florida

    Member Since

    Member for 1 Year

    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

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