Global leader
UBS is a leading and truly global wealth manager
You're an executive juggling multiple priories to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success and inform your financial decision-making today, tomorrow and for future generations.
A seasoned professional with 40 years of experience, Lynn is a pioneer for women in the traditionally male-oriented fields of financial and investment planning. Her personal sense of duty to her clients has awarded her the opportunity to serve many successful families for four generations. Addressing her clients’ highly complex financial lives, Lynn focuses on retirement planning, long-term care needs, life cycle planning for legacy intentions and insurance planning. She understands the importance of fully customizing plans to meet clients’ specific needs.
Lynn graduated with a B.S. from Thomas Jefferson University (Philadelphia University). She holds the Series 7, 31, 63 and 66 securities licenses, as well as licenses in life and health insurance and annuities. In 2017, Lynn was asked to lead the NJ/Philadelphia region chapter of All Bar None, whose mission is to engage, educate and empower employees to promote the professional advancement of women at UBS. In 2020, 2021, 2022, and 2023 Lynn was named to the Forbes Top Women Wealth Advisors list. Additionally, in 2022, Lynn was honored with the UBS Culture Carrier of the Year Award. She is currently part of the UBS Americas Diversity, Equity and Inclusion Mentoring Program.
Lynn believes a balanced life is the essence of happiness, and she is devoted to volunteering in her community. She serves as a capital campaign cochair on the board of the Animal Welfare Association in South Jersey. Lynn is a beach lover and an avid gardener who enjoys outside landscaping. She has been married to her husband, Harry, for over 43 years. He, their son Harry and her new daughter Kate are her most valuable assets.
Lulu has been in the financial services industry for over a decade. She focuses on developing strategies and recommendations for business owners and executive clients to help them pursue their short- and long-term financial goals. Lulu believes financial planning starts with education and considers empowering clients with the knowledge and ability to make sound financial decisions to be her biggest accomplishment.
Lulu grew up in Shanghai, China before immigrating to New Jersey in 1999. She graduated from Tulane University’s A. B. Freeman School of Business with dual degrees in finance and consumer behavior. In 2017, Lulu became a Chartered Financial Analyst®, adding the charter to her Certified Financial Planner™ certification. Lulu is also a Chartered Life Underwriter (CLU®). Most recently, Lulu became a Certified Exit Planning Advisor, advising business owners on how to sell or transition their business successfully. Lulu holds the Series 7, 63 and 65 securities licenses, and is licensed as an agent for life and health insurance. She is often featured as a speaker at law and CPA firms, panel discussions, national conferences, and executive summits.
Lulu resides in Moorestown, NJ with her husband Christopher and their two young children, Cooper and Rio. They are also expecting a little girl in September 2023. Together they enjoy traveling and entertaining, as Lulu is an avid home cook.
Jordan started her career at Merrill Lynch and transitioned to a Wealth Advisor associate planning role at Morgan Stanley in 2014. Today, she creates and actively maintains customized financial and retirement plans for affluent individuals and families that help address the specific needs, wants and goals of future years and generations. She strongly believes in offering a personal level of service along with disciplined investment and risk management. In 2017, Jordan completed the rigorous requirements to become a Certified Financial Planner™ professional. In 2022, she obtained her Chartered Retirement Planning Specialist designation.
Jordan is a member of the Northfield Business Association. She graduated with dual majors in finance and marketing from St. Joseph’s University, where she was captain of their Division I field hockey team. In her spare time, Jordan enjoys skiing, golfing and spending time with her family and friends. Jordan and husband Devon reside in Longport, NJ with their daughter Charlie and their labradoodle Lady.
Trish joined the team in 2020 and brings over 20 years of financial services experience. Her primary responsibilities include managing the daily operations of accounts and assisting clients with any needs they may have. Her execution of the workflow is imperative to keeping the team organized and staying on task.
Trisha earned her B.S. in business administration with a concentration in finance from Seton Hall University. Trish resides in Medford, NJ with her husband, their two children and their dog. When she’s not tending to the needs of her busy on-the-go family, Trish welcomes the quiet time sitting on the beach with a good book. She and her family enjoy spending as much of their summer as they can at the Jersey Shore. When she’s done at the office or volunteering at her children’s schools, she likes to unwind with a long walk around the neighborhood with her husband.
A seasoned professional with 40 years of experience, Lynn is a pioneer for women in the traditionally male-oriented fields of financial and investment planning. Her personal sense of duty to her clients has awarded her the opportunity to serve many successful families for four generations. Addressing her clients’ highly complex financial lives, Lynn focuses on retirement planning, long-term care needs, life cycle planning for legacy intentions and insurance planning. She understands the importance of fully customizing plans to meet clients’ specific needs.
Lynn graduated with a B.S. from Thomas Jefferson University (Philadelphia University). She holds the Series 7, 31, 63 and 66 securities licenses, as well as licenses in life and health insurance and annuities. In 2017, Lynn was asked to lead the NJ/Philadelphia region chapter of All Bar None, whose mission is to engage, educate and empower employees to promote the professional advancement of women at UBS. In 2020, 2021, 2022, and 2023 Lynn was named to the Forbes Top Women Wealth Advisors list. Additionally, in 2022, Lynn was honored with the UBS Culture Carrier of the Year Award. She is currently part of the UBS Americas Diversity, Equity and Inclusion Mentoring Program.
Lynn believes a balanced life is the essence of happiness, and she is devoted to volunteering in her community. She serves as a capital campaign cochair on the board of the Animal Welfare Association in South Jersey. Lynn is a beach lover and an avid gardener who enjoys outside landscaping. She has been married to her husband, Harry, for over 43 years. He, their son Harry and her new daughter Kate are her most valuable assets.
Lulu has been in the financial services industry for over a decade. She focuses on developing strategies and recommendations for business owners and executive clients to help them pursue their short- and long-term financial goals. Lulu believes financial planning starts with education and considers empowering clients with the knowledge and ability to make sound financial decisions to be her biggest accomplishment.
Lulu grew up in Shanghai, China before immigrating to New Jersey in 1999. She graduated from Tulane University’s A. B. Freeman School of Business with dual degrees in finance and consumer behavior. In 2017, Lulu became a Chartered Financial Analyst®, adding the charter to her Certified Financial Planner™ certification. Lulu is also a Chartered Life Underwriter (CLU®). Most recently, Lulu became a Certified Exit Planning Advisor, advising business owners on how to sell or transition their business successfully. Lulu holds the Series 7, 63 and 65 securities licenses, and is licensed as an agent for life and health insurance. She is often featured as a speaker at law and CPA firms, panel discussions, national conferences, and executive summits.
Lulu resides in Moorestown, NJ with her husband Christopher and their two young children, Cooper and Rio. They are also expecting a little girl in September 2023. Together they enjoy traveling and entertaining, as Lulu is an avid home cook.
Jordan started her career at Merrill Lynch and transitioned to a Wealth Advisor associate planning role at Morgan Stanley in 2014. Today, she creates and actively maintains customized financial and retirement plans for affluent individuals and families that help address the specific needs, wants and goals of future years and generations. She strongly believes in offering a personal level of service along with disciplined investment and risk management. In 2017, Jordan completed the rigorous requirements to become a Certified Financial Planner™ professional. In 2022, she obtained her Chartered Retirement Planning Specialist designation.
Jordan is a member of the Northfield Business Association. She graduated with dual majors in finance and marketing from St. Joseph’s University, where she was captain of their Division I field hockey team. In her spare time, Jordan enjoys skiing, golfing and spending time with her family and friends. Jordan and husband Devon reside in Longport, NJ with their daughter Charlie and their labradoodle Lady.
Trish joined the team in 2020 and brings over 20 years of financial services experience. Her primary responsibilities include managing the daily operations of accounts and assisting clients with any needs they may have. Her execution of the workflow is imperative to keeping the team organized and staying on task.
Trisha earned her B.S. in business administration with a concentration in finance from Seton Hall University. Trish resides in Medford, NJ with her husband, their two children and their dog. When she’s not tending to the needs of her busy on-the-go family, Trish welcomes the quiet time sitting on the beach with a good book. She and her family enjoy spending as much of their summer as they can at the Jersey Shore. When she’s done at the office or volunteering at her children’s schools, she likes to unwind with a long walk around the neighborhood with her husband.
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.
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.
Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 June 2024
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Global leader
UBS is a leading and truly global wealth manager