Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mother daughter laptop

Jane Morgan

Vice President–Wealth Management

Jane joined UBS in 1986 as a Financial Advisor and in 1996 she was selected to study and train as a Portfolio Manager in the elite investment advisory Portfolio Management Program. In 2012 she was promoted to Senior Portfolio Manager. In 2015 UBS recognized Jane with $100,000,000 Assets Under Management Milestone Award.

Jane received an M.B.A. in Finance and Investment Management from Drexel University in Philadelphia, Pennsylvania and a B.A. in Sociology and Anthropology from Denison University in Granville, Ohio. She holds Series 7, 63 and 65 securities licenses, as well as Pennsylvania license to offer accident, health, life, fixed annuity, variable life and variable annuity insurance products.

Jane and her husband live in Center City Philadelphia.

Registered States:
  • CA
  • FL
  • IL
  • MA
  • MD
  • NJ
  • NY
  • PA
  • VA


  • M.B.A. in Finance and Investment Management, Drexel University
  • B.A. in Sociology and Anthropology, Denison University


  • Senior Portfolio Manager
1735 Market Street
Mellon Bank Center
44th Floor
Philadelphia, PA 19103
  • (215) 496-2391

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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