Jason Dworak, CIMA®, is a Managing Director and Private Wealth Advisor of The Dworak Group, a wealth management practice at UBS Financial Services. He specializes in advising high-net-worth clients on portfolio and risk management, investment strategy, and estate planning. Prior to joining UBS in 2008, he was a former Financial Advisor at Morgan Stanley and Piper Sandler. Jason has been continuously recognized for the quality of practices in providing clients with perspective and guidance, honored by various industry publications such as Forbes magazine and Barron’ magazine.
Awards and Recognitions