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
  • CT
  • FL
  • IL
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • VA

Education

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

Credentials

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

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

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