Global access. Strategic solutions.

Private Wealth Management

Abstract rendering

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Smarter choices - delivered with experience, reason and conviction

We believe a well-integrated plan can help provide the direction, focus and confidence you need to navigate any market and address your most complex financial ambitions and aspirations.

As Private Wealth Advisors, we marshal resources from around the globe to give you every opportunity to pursue a life of fulfillment. And we work closely with your other advisors to make sure that our advice is consistent across all areas of your financial life. Talk to us about how we can help you build the legacy that lasts for generations, perhaps centuries.

  • Jean Gannon Profile Photo

    Jean Gannon

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • NE
    • NJ
    • NM
    • NV
    • NY
    • PA
    • TX
    • UT
    • VT
    • WA
    • WI

    Jean Gannon joined UBS Private Wealth Management in 2003 from Goldman, Sachs & Co. where she held several positions, including Private Wealth Advisor and fixed income derivatives sales trader within their Hedge Funds Group. Wellesley College, BA; University of Pennsylvania – Wharton School of Business, MBA.

    Jean Gannon holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:OE66900)

    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.

    • Wellesley College, B.A.
    • University of Pennsylvania – Wharton School of Business, M.B.A.
      775 Page Mill Road
      Palo Alto, CA 94304
    • Vanessa Anderson Profile Photo

      Vanessa Anderson

      Managing Director–Wealth Management

      • image
      • image
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • HI
      • IL
      • MA
      • MD
      • MI
      • NE
      • NJ
      • NM
      • NY
      • PA
      • TX
      • UT
      • VT
      • WA
      • WI

      Vanessa Anderson joined UBS Private Wealth Management in 2003. Prior to joining UBS, Vanessa was a Vice President in the Private Wealth Management group at Goldman, Sachs & Co., and prior to that an attorney at Gray Cary Ware & Freidenrich (now DLA Piper) in the banking and real estate group. Yale University, BA; University of California - Los Angeles School of Law, Juris Doctor.

      Vanessa holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0E65645)

      • Barron's Hall of Fame, 2019
        The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
      • Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.

      • Yale University, B.A.
      • University of California - Los Angeles School of Law, Juris Doctor
      • Private Wealth Advisor
      775 Page Mill Road
      Palo Alto, CA 94304

    Wealth, from your point of view

    Change your community. Change the world.

    Change your community. Change the world.

    Executive decisions

    Executive decisions

    Backed by the strength of UBS

    A global leader in wealth management

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager