Jennifer Lucovich is a Senior Vice President – Wealth Management and Financial Advisor at UBS in Scottsdale, Arizona, and a co‑founder of Desert Point Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER® professional and is licensed to serve clients across multiple U.S. states, including Arizona, California, Texas, and New York.
From 2024–2025, Jennifer served on the UBS Financial Advisor Advisory Council (FAAC), a select group of advisors chosen to represent the voice of UBS Financial Advisors nationwide. In this role, she contributes insight and feedback focused on enhancing the advisor and client experience across the firm.
Jennifer focuses on advising multigenerational families and high‑net‑worth individuals, helping clients navigate complex financial landscapes with clarity and confidence. She is known for a consultative, highly personalized approach that emphasizes tax efficiency, disciplined diversification, and long‑term wealth preservation. Her team employs a core‑and‑satellite investment philosophy designed to evolve alongside client goals and changing market conditions.
Her commitment to client care is grounded in high‑context, personalized advice—delivering thoughtful insight and actionable solutions across all areas of wealth management, including investment strategy, retirement planning, estate considerations, and multigenerational wealth transfer.
Jennifer began her career in New York after earning a Bachelor of Science in Finance and Insurance from Northeastern University. Prior to joining UBS, she gained experience at Morgan Stanley and BMO Harris Financial Advisors. She has been with UBS since 2020 and plays an integral role in the firm’s continued growth and client success in the Scottsdale market.
Her work has been nationally recognized through multiple industry honors, including:
Forbes Best‑in‑State Wealth Advisors (2024, 2025, 2026)
Forbes Top Women Wealth Advisors Best‑in‑State (2024, 2025, 2026)
These rankings, conducted by SHOOK Research, recognize excellence in client service, ethical standards, and overall impact in wealth management.
Outside of the office, Jennifer is a devoted mother to two young boys and remains actively involved in her community through volunteer efforts and participation in local school and youth sports activities.
amaria.hawkins@ubs.com,bryan.davidson@ubs.com,jenn.smith@ubs.com
Jennifer Lucovich, CFP
14624 N Scottsdale Road,Scottsdale,AZ,85254