Jackowitz and White
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Steadiness

It comes from experience

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Marc Jackowitz

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA

Marc Jackowitz

Credentials

  • Senior Portfolio Manager

Marc Jackowitz

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Email Me

Marc Jackowitz

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA

Credentials

  • Senior Portfolio Manager
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Email Me

Sharon Denise White

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CT
  • DE
  • GA
  • IN
  • KY
  • MA
  • MD
  • MO
  • NJ
  • OH
  • PA
  • TX

Sharon Denise White

500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Email Me

Sharon Denise White

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CT
  • DE
  • GA
  • IN
  • KY
  • MA
  • MD
  • MO
  • NJ
  • OH
  • PA
  • TX
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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