A plan for today, tomorrow and generations to come

Family photos on shelf

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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How we help our clients

Multi-generational families

Multi-generational families

Advice for business owners

Advice for business owners

Helping women take charge

Helping women take charge

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Estate planning strategies

Investment management

Tailored lending and cash management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Susan-Bailey

    Susan Bailey

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • IN
    • MD
    • MI
    • MN
    • MT
    • NC
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Susan is the lead Wealth Advisor of Bailey Wealth Management, a financial planning practice with UBS Financial Services, Inc.  Bailey Wealth Management offers services that go beyond traditional portfolio investment management, with a focus on income planning, insurance protection, long term care, and generational wealth transfer.

    After beginning her financial services industry career in 1983 with E.F. Hutton, she joined Paine Webber 1989, which was later purchased by UBS in 2000. Susan has several areas of specialization that include corporate stock benefit management for employees at major corporations based in Arizona. In addition, Susan is an advocate of financial education for women – "empowering women to streamline and take control of their financial management is critical to their financial independence."

    In addition to being a member of the UBS President's Council, she has also participated in the Barron's Winner's Circle Top Women Advisor Summit over multiple periods: 2009-2014.  

    Susan lived in West Bloomfield, MI and Dayton, OH before moving to Arizona to attend college. She graduated Cum Laude with a Bachelor of Science in Business from Arizona State University. Susan is the mother of 2 adult children, RJ and Jessica, and resides in Scottsdale with 3 Chihuahua housemates.

    Associated with multiple charitable organizations in support of select client and colleague causes, Susan  is also a supporter of foster dogs and animal rescue. Through her passion for fitness and nutrition, she became involved in the physical fitness industry. Some of her proudest achievements outside of the office include, placing as a National Champion in the Master’s National Figure Fitness Competition in 2014, and competing in over 13 fitness competitions over a 10 year period.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 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 Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The 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 Women Wealth Advisors, 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.

    • Arizona State University, Bachelor of Science in Business
    • Corporate Stock Benefit Consultant
    14624 N Scottsdale Road
    Suite 150
    Scottsdale, AZ 85254
  • Jessica-Bailey

    Jessica Bailey, CFP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • IN
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Jessica began her career in financial services as an intern with UBS in 2016.  Jessica went on to accept a position in the highly competitive UBS Inter-Generational Advisor Program, where she developed her skills in wealth management. During her time spent in New York, Jessica focused on providing client advice through portfolio construction and holistic planning.

    Jessica's passion for the industry started at a young age. Growing up in the home of a Wealth Advisor, she was able to gain exposure to the many dynamic aspects involved in the financial planning process. As a Senior Wealth Strategy Associate for Bailey Wealth Management, Jessica's primary role is working with clients to monitor and further develop their unique financial plans. In addition to clients current needs, Jessica specializes in legacy planning, tailored to ensure financial stability for generations to come.

    Jessica received a Bachelor of Science in Finance from Arizona State University. She is Series 7 and 66 licensed, and is currently pursuing a Certified Financial Planner designation.

    As an Arizona native, she enjoys staying physically active through kick boxing, running or interval training. She stays active in the community through her support of Breast Cancer Awareness and Cystic Fibrosis. 

      • Arizona State University, Bachelor of Science in Finance
      • CERTIFIED FINANCIAL PLANNER™
      14624 N Scottsdale Road
      Suite 150
      Scottsdale, AZ 85254
    • Annette-Saporito

      Annette Saporito

      Senior Client Associate

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        Annette is a Senior Client Service Associate with Bailey Wealth Management at UBS Financial Services, Inc. She began her financial services industry career in 1986 with Drexel Burnham Lambert before joining UBS in 2001. Annette has received the UBS Top Banking Client Service Associate award for the Western Region for 3 consecutive years – 2011, 2013, 2014. In addition to providing support to Bailey Wealth Management’s Wealth Advisors in their daily activities, Annette manages client services and administration.

        After growing up in Putnam County and Mahopac, New York, Annette received an Associate Degree in Applied Sciences from the Berkeley Business School. She moved to Arizona in 2001 and is married with one adult child.  During her free time, Annette enjoys writing and spending time with her family.

          • Berkeley Business School, Associate Degree in Applied Sciences
            14624 N Scottsdale Road
            Suite 150
            Scottsdale, AZ 85254

          Insights

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager