First Vice President–Wealth Management
Jennifer has been a financial advisor for over 10 years. She started her career in Charlotte, NC, in 1998. She joined Joan Baldwin at UBS Financial Services in March of 2001. Prior to being an advisor, she owned her own business. She also worked for her family's woodworking business based in Louisville, KY. She received her bachelor's degree from Queens College in Charlotte, NC. Jennifer focuses on asset allocation, 401Ks, individual estates, and retirement strategies.
Education
First Vice President–Wealth Management
Jennifer has been a financial advisor for over 10 years. She started her career in Charlotte, NC, in 1998. She joined Joan Baldwin at UBS Financial Services in March of 2001. Prior to being an advisor, she owned her own business. She also worked for her family's woodworking business based in Louisville, KY. She received her bachelor's degree from Queens College in Charlotte, NC. Jennifer focuses on asset allocation, 401Ks, individual estates, and retirement strategies.
Education
Vice President–Wealth Management
Joan has been a Financial Advisor for over 23 years, first with J. C. Bradford and now UBS Financial Services. Joan received her Bachelor's degree and teaching certification from the University of Louisville. Prior to that she was employed by the American Diabetes Association and American Red Cross as a fund raiser. She and her husband, John, have four sons and have been married for 44 years. She prides herself on developing lasting relationships with her clients - some of whom are fourth generation.
Education
Vice President–Wealth Management
Joan has been a Financial Advisor for over 23 years, first with J. C. Bradford and now UBS Financial Services. Joan received her Bachelor's degree and teaching certification from the University of Louisville. Prior to that she was employed by the American Diabetes Association and American Red Cross as a fund raiser. She and her husband, John, have four sons and have been married for 44 years. She prides herself on developing lasting relationships with her clients - some of whom are fourth generation.
Education
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.
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