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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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  • Jenn HS

    Jennefer Bartholomew, CEPA®

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
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    • MD
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    • NJ
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    • NY
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    Jennefer Bartholomew is a financial advisor with The Sofranko Group at UBS Financial Services Inc. She has been with UBS since March 2017. She specializes in business transition and exit planning. Jennefer spent over five years with Bank of America / Merrill Lynch as a banking advisor. 

    Originally from Michigan, Jennefer has also resided in Southern California and Colorado. She previously spent over 15 years working in the legal industry focused primarily on litigation, intellectual property, commercial and residential foreclosure, and sports law. In addition, she worked in the intellectual property division of Ford Motor Company.

    Jennefer currently serves on the Board of Directors for Communities in Schools, Pittsburgh-Allegheny County Chapter (CISPAC), the nation's largest dropout prevention nonprofit organization, and on the Northland Public Library Foundation Board. 

    She and her youngest son, Aidan, reside in McCandless Township, north of Pittsburgh, Pennsylvania. Her oldest son, Sean, is a comp sci engineer at The Mitre Corporation in Boston, MA.

    Education

    Jennefer holds a BA in English & Political Science from Western Michigan University and attended law school at Michigan State University.

     

    CA Insurance License No. 4206356

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      Banking
      Lending services
      Cash management
      Securities-backed lending
      Retirement planning
      Exit planning
      Business succession
      Structured products
      2200 Georgetowne Drive
      Suite 600
      Sewickley, PA 15143
      jennefer.bartholomew@ubs.com
      Jennefer Bartholomew, CEPA®
      2200 Georgetowne Drive,Sewickley,PA,15143
    • Jay HS

      John "Jay" Sofranko, CRPS

      Managing Director–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • MD
      • MI
      • MN
      • NC
      • ND
      • NJ
      • NM
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WV

       

      Jay's path in wealth management has been a unique one. Before joining UBS a decade ago, Jay built, managed and sold multiple successful businesses. Understanding the importance of hard work and creative enterprise, Jay has applied his deeply-rooted values, ethics and principles and combined them with an abundance of real world business experience to help his clients view and invest their wealth differently. Fostering enduring relationships based on a foundation of, knowledge and execution have enabled him to excel and cultivate his organically grown business.  Jay attended Allegheny College where he earned a dual major in econometrics and political science.  Residing in his hometown of Moon, Jay is active member of St. Margaret Mary Church, he enjoys boating, fishing, the outdoors, gardening and friends and family.  By far his biggest success story is his son Jay IV.

       

      CA Insurance License No. 4206296

       

      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Chartered Retirement Plans Specialist℠
        Financial planning
        Education planning
        Retirement planning
        Investing
        Custom portfolios
        Asset allocation
        Retirement Plan consulting
        401(k) plan services
        2200 Georgetowne Drive
        Suite 600
        Sewickley, PA 15143
        john.sofranko@ubs.com
        John "Jay" Sofranko, CRPS
        2200 Georgetowne Drive,Sewickley,PA,15143
      • Jim HS

        James "Jim" Marnell

        Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • IN
        • KS
        • KY
        • MI
        • MN
        • NC
        • ND
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • SC
        • TX
        • UT
        • VA
        • VT
        • WV

              Financial planning
              Long-term care planning
              Retirement planning
              Investing
              Custom portfolios
              Asset allocation
              Retirement Plan consulting
              401(k) plan services
              2200 Georgetowne Drive
              Suite 600
              Sewickley, PA 15143
              james.marnell@ubs.com
              James "Jim" Marnell
              2200 Georgetowne Drive,Sewickley,PA,15143
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            Traditional or Roth?

            For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

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