The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Closed meeting

Jennifer Owens, CFP, CPWA

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

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 with a minimum net worth of five million.

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.

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

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor®
  • Wealth Advisor

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

Banking
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

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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