JERREY THURSTON
If your business is worth $10M or more and you haven’t started exit planning yet — you’re already behind.
I’m a former professional baseball player turned wealth advisor — and those two careers have more in common than you’d think. In both, preparation before the big moment is everything.
For 24 years, I’ve worked exclusively with business owners and ultra-high-net-worth families, helping them exit on their terms — with more money, less tax, and a plan that outlasts the transaction.
As a Managing Director at UBS Private Wealth Management and a Certified Exit Planning Advisor (CEPA), I lead Families & Founders Private Wealth Partners — a team built around the lifecycle of entrepreneurial wealth.
The Problem Most Founders Face
Your business likely represents 70–90% of your total net worth. It’s illiquid, concentrated, and the window to maximize its value is shorter than most owners realize.
Most advisors show up after you have a letter of intent on your desk. By then, the most powerful planning opportunities are already gone. If you’re 3–10 years from a potential exit, right now is when the work that changes your outcome gets done.
Every business owner exits eventually — by choice or by circumstance. The only question is whether it happens on your terms.
What I Help Founders Do
∙ Maximize enterprise value before going to market
∙ Reduce tax exposure through advanced pre-transaction strategies
∙ Structure the exit around your personal, family, and legacy goals
∙ Protect and deploy post-sale liquidity so the wealth you built actually lasts
∙ Build a family governance framework so the next generation is prepared
I work most often with founders in manufacturing, industrial, and construction-related businesses.
Who I Work With
Founders preparing for a $10M–$500M+ exit. Business owners 3–10 years from liquidity. UHNW families navigating generational wealth transition.
Let’s Talk
Most founders who reach out tell me the same thing: “I wish I’d done this sooner.”
Message me directly. No pitch, no pressure — just a straight conversation about where you are and what’s possible. 407-872-6377 or jerrey.thurston@ubs.com
Barron’s Top 1,500 Financial Advisor for 2026
The Barron’s rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
Forbes Best-in-State Wealth Advisor in Florida for 2024, 2025
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Families & Founders Private Wealth Partners
UBS Financial Services Inc.
Direct: 407-872-6377
Fax: 855-419-6497
Team Website: advisors.ubs.com/ffpwp
If your business is worth $10M or more and you haven’t started exit planning yet — you’re already behind.
I’m a former professional baseball player turned wealth advisor — and those two careers have more in common than you’d think. In both, preparation before the big moment is everything.
For 24 years, I’ve worked exclusively with business owners and ultra-high-net-worth families, helping them exit on their terms — with more money, less tax, and a plan that outlasts the transaction.
As a Managing Director at UBS Private Wealth Management and a Certified Exit Planning Advisor (CEPA), I lead Families & Founders Private Wealth Partners — a team built around the lifecycle of entrepreneurial wealth.
The Problem Most Founders Face
Your business likely represents 70–90% of your total net worth. It’s illiquid, concentrated, and the window to maximize its value is shorter than most owners realize.
Most advisors show up after you have a letter of intent on your desk. By then, the most powerful planning opportunities are already gone. If you’re 3–10 years from a potential exit, right now is when the work that changes your outcome gets done.
Every business owner exits eventually — by choice or by circumstance. The only question is whether it happens on your terms.
What I Help Founders Do
∙ Maximize enterprise value before going to market
∙ Reduce tax exposure through advanced pre-transaction strategies
∙ Structure the exit around your personal, family, and legacy goals
∙ Protect and deploy post-sale liquidity so the wealth you built actually lasts
∙ Build a family governance framework so the next generation is prepared
I work most often with founders in manufacturing, industrial, and construction-related businesses.
Who I Work With
Founders preparing for a $10M–$500M+ exit. Business owners 3–10 years from liquidity. UHNW families navigating generational wealth transition.
Let’s Talk
Most founders who reach out tell me the same thing: “I wish I’d done this sooner.”
Message me directly. No pitch, no pressure — just a straight conversation about where you are and what’s possible. 407-872-6377 or jerrey.thurston@ubs.com
Barron’s Top 1,500 Financial Advisor for 2026
The Barron’s rating is awarded annually in March based on information from the prior year Q3. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
Forbes Best-in-State Wealth Advisor in Florida for 2024, 2025
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Families & Founders Private Wealth Partners
UBS Financial Services Inc.
Direct: 407-872-6377
Fax: 855-419-6497
Team Website: advisors.ubs.com/ffpwp
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- Website:
https://advisors.ubs.com/ffpwp/ - Phone: (407) 872-6377
- City: Belle Isle
- State: Florida
- Postal Code: 32809
- Country: United States
- Designations: CEPA, CFP, CIMA, CPWA
- Markets Served:
- Company Name: UBS Financial Services, Inc.
