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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Jenn joined UBS in 2009, having started her career at Smith Barney in 2000. A native New Yorker, Jenn earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. She received her Executive Certificate in Certified Financial Planning through the course of study at Duke University, passing the comprehensive exam and obtaining her Certified Financial Planner® designation. Jenn holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance licenses. When not helping her clients with their financial plans, Jenn enjoys spending time with her two young sons who’ve followed in her wake as budding athletes. Jenn has always enjoyed water sports and competitive sports, particularly baseball, from her beginnings on the t-ball field to her playing days on the Ithaca College Softball team. Jenn also volunteers actively across her community, having served two terms as a member of the board of The Volunteer Center of Durham, and three years on the board of directors of The YMCA of the Triangle. She is married and has two young boys, Levi (2008) and Ace (2010).
Working to help others
Jenn's core focus is comprehensive financial planning and wealth management. She works closely with high net worth individuals and their families to manage their wealth through personalized, goal-oriented financial planning. Each client brings a unique set of circumstances, which allows Jenn to create customized solutions that suit their personal needs. She finds it rewarding to get to know her clients and their families as she employs the breadth of resources, research and ideas available through UBS to develop a plan that sets them on the road to financial success.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
First Vice President–Wealth Management
Jenn joined UBS in 2009, having started her career at Smith Barney in 2000. A native New Yorker, Jenn earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. She received her Executive Certificate in Certified Financial Planning through the course of study at Duke University, passing the comprehensive exam and obtaining her Certified Financial Planner® designation. Jenn holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance licenses. When not helping her clients with their financial plans, Jenn enjoys spending time with her two young sons who’ve followed in her wake as budding athletes. Jenn has always enjoyed water sports and competitive sports, particularly baseball, from her beginnings on the t-ball field to her playing days on the Ithaca College Softball team. Jenn also volunteers actively across her community, having served two terms as a member of the board of The Volunteer Center of Durham, and three years on the board of directors of The YMCA of the Triangle. She is married and has two young boys, Levi (2008) and Ace (2010).
Working to help others
Jenn's core focus is comprehensive financial planning and wealth management. She works closely with high net worth individuals and their families to manage their wealth through personalized, goal-oriented financial planning. Each client brings a unique set of circumstances, which allows Jenn to create customized solutions that suit their personal needs. She finds it rewarding to get to know her clients and their families as she employs the breadth of resources, research and ideas available through UBS to develop a plan that sets them on the road to financial success.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
