Jacqueline Bianco
Senior Vice President–Wealth Management
Financial Advisor
Jackie brings nearly two decades of extensive experience in precious metals and the capital markets to Advocate Partners. It's that insight that enables her to gauge risk across multiple asset classes within client portfolios. It also provides a critical benefit as the majority of the asset management and due diligence is performed by Jackie and her team.
Overall the team is dedicated to delivering customized services for addressing clients' business, investment and personal legacy needs. To Jackie, providing a portfolio solution that reflects the team's collaborative experience in investment management, private equity, hedging and diversification is a differentiator in the industry.
Jackie is also among a select group of Financial Advisors who have earned the UBS business designation of Family Office Consultant (FOC). She has undergone rigorous training to strengthen her knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Jackie, as a Private Wealth Advisor and an FOC, understands the complexities of intergenerational wealth and the challenges faced by exceptional clients. Working together, she aligns their specific needs to the full suite of UBS capabilities and helps them pursue their most important goals.
“Integrity is at the core of our practice. Our clients' financial well-being guides every decisions.”
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Jacqueline Bianco
Recognized as an industry leader:
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
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