Global access. Strategic solutions.

Private Wealth Management

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.

Start the conversation

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

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- 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 June/July 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.
305 Lytton Ave
Palo Alto, CA 94301

jean.gannon@ubs.com

Jean Gannon

305 Lytton Ave,Palo Alto,CA,94301
Vanessa Anderson

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- MT
- NC
- NJ
- NM
- NY
- OR
- PA
- SC
- 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 June/July 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
305 Lytton Ave
Palo Alto, CA 94301

vanessa.anderson@ubs.com

Vanessa Anderson

305 Lytton Ave,Palo Alto,CA,94301

Jean Gannon

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- MT
- NJ
- NM
- NV
- NY
- OR
- PA
- SC
- 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 June/July 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.
305 Lytton Ave
Palo Alto, CA 94301

jean.gannon@ubs.com

Jean Gannon

305 Lytton Ave,Palo Alto,CA,94301
Vanessa Anderson

Managing Director–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- MT
- NC
- NJ
- NM
- NY
- OR
- PA
- SC
- 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 June/July 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
305 Lytton Ave
Palo Alto, CA 94301

vanessa.anderson@ubs.com

Vanessa Anderson

305 Lytton Ave,Palo Alto,CA,94301

Philanthropy

What are the causes you are passionate about? Whatever your objectives, we can help you explore new and innovative ways to make a positive impact on the world. Through our network and the UBS Family Advisory and Philanthropy Services, we’ll work with you and family members to help provide education on philanthropy, practical solutions and tax-efficient investment strategies for creating a meaningful and lasting legacy.

Workplace Wealth Solutions

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global access. Strategic solutions.

Smarter choices - delivered with experience, reason and conviction

Jean Gannon

Vanessa Anderson