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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.
Account Vice President
Financial Advisor
Jennifer Pierce joined UBS from Wells Fargo Private Bank. Jennifer works closely with affluent families and nonprofit organizations helping them reach their financial goals.
Jennifer earned a Bachelor of Arts in Business Marketing from the University of Washington and a Master’s in Business Administration/International Finance from the University of British Columbia, Canada. She is also a Chartered Financial Analyst (CFA) charter holder. She is a former president and current member of the CFA Society of Colorado, and a member of the CFA Institute. She is a board and finance committee member of the Japan America Society of Colorado. She recently received her CDI Board Certification.
Credentials
Account Vice President
Financial Advisor
Jennifer Pierce joined UBS from Wells Fargo Private Bank. Jennifer works closely with affluent families and nonprofit organizations helping them reach their financial goals.
Jennifer earned a Bachelor of Arts in Business Marketing from the University of Washington and a Master’s in Business Administration/International Finance from the University of British Columbia, Canada. She is also a Chartered Financial Analyst (CFA) charter holder. She is a former president and current member of the CFA Society of Colorado, and a member of the CFA Institute. She is a board and finance committee member of the Japan America Society of Colorado. She recently received her CDI Board Certification.
Credentials
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
