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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.
Senior 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
Senior 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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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