
Jeffrey Shell
Jeff attended Treveca Nazarene College in Nashville, Tennessee and got his start in advertising with Centel Cable. He... | Winter Haven, Florida, United States
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Jeffrey Shell’s Emails js****@ub****.com
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Jeffrey Shell’s Location Winter Haven, Florida, United States
Jeffrey Shell’s Expertise Jeff attended Treveca Nazarene College in Nashville, Tennessee and got his start in advertising with Centel Cable. He joined Merrill Lynch in 1990 and after seven years at Morgan Stanley, moved to UBS in 2008. Jeff and Jack joined forces in 1990 and have been working together nearly 30 years. Jeff leverages his extensive industry experience to help his clients plan for and achieve their financial goals. Jeff is FINRA Series 7, 63, and 65 licensed; he also holds Life, Health, Variable Annuity, and Long Term Care licenses. Jeff has two successful daughters: Jessie, a licensed architect, and Brittany, an attorney who currently works in corporate law. In his free time, Jeff enjoys abstract painting with various mediums. He is also an avid doodler and enjoys playing golf and can often be found with his toes in the sand - spending time at his beach house. **Registered States**AL,AZ,CO,FL,GA,IL,MA,MI,MN,MS,NH,NY,PA,TX,WA /*********/ **These 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 http://www.ubs.com/fas-legal for the full disclosure.**
Jeffrey Shell’s Current Industry Ubs
Jeffrey
Shell’s Prior Industry
Merrill Lynch
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Morgan Stanley
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Ubs
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Work Experience

Ubs
First Vice President - Wealth Management
Mon Dec 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley
Vice President - Investments
Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Advisor
Wed Aug 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)