Senior Vice President–Wealth Management
Financial Advisor
Jennifer Lucovich is a Senior Vice President – Wealth Management and Financial Advisor at UBS in Scottsdale, Arizona. She holds the Certified Financial Planner® (CFP) designation and is licensed to serve clients across numerous U.S. states, including Arizona, California, Texas, and New York.
In 2024, Jennifer was appointed to the UBS Financial Advisor Advisory Council (FAAC), a select group of advisors representing the voice of all UBS Financial Advisors nationwide. This prestigious role reflects her leadership within the firm and dedication to advancing the client experience.
Jennifer specializes in advising multigenerational families and high-net-worth individuals, helping them navigate complex financial landscapes. Known for her consultative approach, she delivers tailored strategies that emphasize tax efficiency, diversification, and long-term wealth preservation. Her team employs a core-and-satellite investment philosophy designed to adapt to changing client needs and market conditions.
Her commitment to client care is grounded in high-context, personalized advice—offering critical insight and actionable solutions across all areas of wealth management.
Jennifer began her career in New York after earning a Bachelor of Science in Finance and Insurance from Northeastern University. Prior to joining UBS, she gained experience at BMO Harris Financial Advisors and Morgan Stanley. She has been with UBS for nearly five years, contributing to the firm’s growth and client success in the Scottsdale market.
Jennifer’s expertise has been nationally recognized through several industry accolades:
Forbes Best‑in‑State Wealth Advisors (2024, 2025)
Forbes Top Women Wealth Advisors Best‑in‑State (2024, 2025)
These rankings, conducted by SHOOK Research, highlight her excellence in client service, ethical standards, and overall impact in wealth management.
Outside the office, Jennifer is a devoted mother to two young boys. She remains active in her community, regularly volunteering and participating in local school and sports activities.
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Jennifer Lucovich is a Senior Vice President – Wealth Management and Financial Advisor at UBS in Scottsdale, Arizona. She holds the Certified Financial Planner® (CFP) designation and is licensed to serve clients across numerous U.S. states, including Arizona, California, Texas, and New York.
In 2024, Jennifer was appointed to the UBS Financial Advisor Advisory Council (FAAC), a select group of advisors representing the voice of all UBS Financial Advisors nationwide. This prestigious role reflects her leadership within the firm and dedication to advancing the client experience.
Jennifer specializes in advising multigenerational families and high-net-worth individuals, helping them navigate complex financial landscapes. Known for her consultative approach, she delivers tailored strategies that emphasize tax efficiency, diversification, and long-term wealth preservation. Her team employs a core-and-satellite investment philosophy designed to adapt to changing client needs and market conditions.
Her commitment to client care is grounded in high-context, personalized advice—offering critical insight and actionable solutions across all areas of wealth management.
Jennifer began her career in New York after earning a Bachelor of Science in Finance and Insurance from Northeastern University. Prior to joining UBS, she gained experience at BMO Harris Financial Advisors and Morgan Stanley. She has been with UBS for nearly five years, contributing to the firm’s growth and client success in the Scottsdale market.
Jennifer’s expertise has been nationally recognized through several industry accolades:
Forbes Best‑in‑State Wealth Advisors (2024, 2025)
Forbes Top Women Wealth Advisors Best‑in‑State (2024, 2025)
These rankings, conducted by SHOOK Research, highlight her excellence in client service, ethical standards, and overall impact in wealth management.
Outside the office, Jennifer is a devoted mother to two young boys. She remains active in her community, regularly volunteering and participating in local school and sports activities.
Recognized as an industry leader:
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
Director
Senior Wealth Strategy Associate
Director
Senior Wealth Strategy Associate
Client Associate
Client Associate
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.
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.
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