Senior Vice President–Wealth Management
Financial Advisor
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When I talk to you about wealth management, I want to help answer those life questions that are on your mind.
Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 29 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
Senior Vice President, Wealth Management, UBS, 2016-present
Financial Advisor, Merrill Lynch, Montecito, CA 1992-2016
My professional achievements and education
Certified Financial Planner (CFP®)
Certified Investment Management Analyst (CIMA®)
CPWA®
Series 7, 63, 66, 9, 10 licenses
Bachelor of Arts, English, UC Santa Barbara 1992
Outside the office
I live in the Mission Canyon area of Santa Barbara with my partner, Barbara. Together we have 4 daughters: 2 are beginning at UCs in September 2022; one just graduated from NYU and the other is a grad student at American University in DC.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When I talk to you about wealth management, I want to help answer those life questions that are on your mind.
Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 29 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning, including retirement income and insurance
planning
– Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
Senior Vice President, Wealth Management, UBS, 2016-present
Financial Advisor, Merrill Lynch, Montecito, CA 1992-2016
My professional achievements and education
Certified Financial Planner (CFP®)
Certified Investment Management Analyst (CIMA®)
CPWA®
Series 7, 63, 66, 9, 10 licenses
Bachelor of Arts, English, UC Santa Barbara 1992
Outside the office
I live in the Mission Canyon area of Santa Barbara with my partner, Barbara. Together we have 4 daughters: 2 are beginning at UCs in September 2022; one just graduated from NYU and the other is a grad student at American University in DC.
Credentials
Senior Client Associate
Jennifer Boisky started her career in the Financial Services Industry 1998. She holds several professional licenses including her Series 7, 9, 10, 63 and 65. Jennifer utilizes her years of experience in the financial services industry to provide excellent customer service to clients.
Jennifer is an 8th generation Santa Barbara native and resides in Goleta with her husband Brian.
Senior Client Associate
Jennifer Boisky started her career in the Financial Services Industry 1998. She holds several professional licenses including her Series 7, 9, 10, 63 and 65. Jennifer utilizes her years of experience in the financial services industry to provide excellent customer service to clients.
Jennifer is an 8th generation Santa Barbara native and resides in Goleta with her husband Brian.
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.
Email Me
