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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
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
Senior Vice President–Wealth Management
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.
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
