Jennifer Loson Lucovich
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Experience

Makes all the difference

Jennifer Lucovich, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • KS
  • MN
  • MO
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Jennifer Lucovich, CFP

Recognized as an industry leader:

  • Forbes America's Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 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.

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

Jennifer Lucovich, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Jennifer Lucovich, CFP

14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

Jennifer Lucovich, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • KS
  • MN
  • MO
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America's Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 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.

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

Jerrod Logan

Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA

Jerrod Logan

14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

Jerrod Logan

Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
14624 N Scottsdale Road
Suite 150
Scottsdale, AZ 85254

Email Me

Elizabeth Ericksen

Client Associate

Elizabeth Ericksen

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Elizabeth Ericksen

Client Associate

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

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