Senior Client Associate
A vital member of Dan Ramer's team, Jennifer Lucariello came on board in June of 2006 and was instrumental in helping transition his business to UBS in 2013.
Jen focuses on client service, which includes daily account monitoring and cash management needs. Along with her daily duties, Jen also assists clients with settling estates, establishing & maintaining 529 plans, and retirement plans. Providing the best service to clients is of the utmost importance to Jen. She currently holds the Series 7 and Series 63 licenses.
She resides in Basking Ridge with her husband Joe and their children, Joseph and Isabella.
Senior Client Associate
A vital member of Dan Ramer's team, Jennifer Lucariello came on board in June of 2006 and was instrumental in helping transition his business to UBS in 2013.
Jen focuses on client service, which includes daily account monitoring and cash management needs. Along with her daily duties, Jen also assists clients with settling estates, establishing & maintaining 529 plans, and retirement plans. Providing the best service to clients is of the utmost importance to Jen. She currently holds the Series 7 and Series 63 licenses.
She resides in Basking Ridge with her husband Joe and their children, Joseph and Isabella.
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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