The right moves for your financial future

Jennifer Owens, CFP, CPWA

Senior Vice President–Wealth Management


It's easier to make the right decisions when you're guided by advice you can trust-advice that's focused on what matters to you. That's why Jennifer's priority is to talk with you about your personal and professional financial goals.

Jennifer partners with you to create a fully integrated plan for managing your wealth. Backed by the broadest selection of resources from UBS and our external partners, she will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles over time.

Jennifer entered the financial services industry in 1991. Since joining UBS in 2002, she has been providing professional financial advice and wealth management to individuals, families and corporate clients. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer's investment philosophy is based on a long-term vision of steady pace and growth. Her areas of expertise include retirement and estate planning, as well as comprehensive wealth management strategies.

The Certified Private Wealth Advisor® designation is an advanced professional certification for advisors who serve high net worth clients. It is designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients.

Jennifer holds Series 7 and 66 securities licenses and is accredited to offer insurance. She received a B.A. in business administration from the University of Puget Sound in Tacoma, Washington.

Jennifer and her husband, Dave, are active members of their community. She is involved with Rotary is a current member of The Want to Know Club (WTK), a century old organization composed of professional and civic women leaders in the Greeley community. Jennifer is also active in the American Cancer Society's Relay for Life, and the Boys and Girls Clubs of Weld County. In her free time, she and Dave enjoy traveling, hiking, playing golf and spending time with family.

California Insurance License #0D83207

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • KS
  • KY
  • MD
  • MI
  • MO
  • MT
  • NC
  • NE
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WY


  • B.A. Business Administration, University of Puget Sound


  • Certified Private Wealth Advisor®
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Estate planning strategies
Alternative investments
Multi-generational families
Women investors
Business Owners
1901 56th Avenue
Suite 300
Greeley, CO 80634
  • (970) 506-5827

Email Me

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