UBS Financial Services Inc. of Jackson

UBS Financial Services Inc. is a financial planner in Jackson, Mississippi, offering wealth management services to individuals and families across the region. The firm specializes in personalized financial planning, investment management, and holistic advice tailored to clients' long-term goals. With a focus on integrity and client-centered strategies, the firm serves residents throughout Mississippi and surrounding areas. It holds a 5.00 rating based on customer reviews, reflecting strong client satisfaction and trust.

The firm’s approach centers on listening to clients’ unique aspirations and crafting customized plans to achieve them. Bill “Rush” Mosby, III, Managing Director and lead financial advisor, has dedicated over 36 years to UBS and its predecessor, PaineWebber. A former Certified Public Accountant, Rush brings a deep understanding of financial systems to his practice, emphasizing long-term relationships and ethical service. His work has earned him recognition as a Barron’s Top 1,200 Financial Advisor every year from 2014 through 2025, and he has been named a Forbes Best-in-State Wealth Advisor annually from 2020 to 2025. He is also a member of the UBS Wealth Management Chairman’s Council for 2025, an honor reflecting adherence to firm standards and performance excellence.

Located at 100 Vision Drive Suite 300 in Jackson, Mississippi, the firm sits within a commercial corridor that serves as a hub for professional services. The address is situated on Vision Drive, a major thoroughfare in the city’s central business district.

The firm is recognized for its strong reputation in financial advisory services, consistently earning top-tier honors from Barron’s and Forbes. These accolades underscore its standing as a leader in wealth management within Mississippi and the broader Southern region. The firm’s well-documented presence online and clear, accessible information reinforce its credibility and reliability.

In Jackson, UBS Financial Services Inc. stands as a trusted name in financial planning, known for its experienced leadership, client-focused philosophy, and enduring commitment to excellence.