Senior Vice President–Wealth Management
Financial Advisor
With over 11 years of industry experience, Jennifer has helped clients address their financial concerns and develop sound strategies by focusing on each client's specific values. Her favorite thing about her job is helping clients connect their wealth to their values. Jennifer has dedicated her career to delivering the personalized investment planning services that her clients and their families deserve. She works with individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of Jennifer’s clients are the hallmarks of her client service model.
Senior Vice President–Wealth Management
Financial Advisor
With over 11 years of industry experience, Jennifer has helped clients address their financial concerns and develop sound strategies by focusing on each client's specific values. Her favorite thing about her job is helping clients connect their wealth to their values. Jennifer has dedicated her career to delivering the personalized investment planning services that her clients and their families deserve. She works with individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of Jennifer’s clients are the hallmarks of her client service model.
Client Associate
Victoria is a graduate from Bentley University, where she majored in managerial economics with a concentration in marketing and a minor in computer information systems. Victoria is goal driven and motivated to learn from others in any environment. At Bentley, she was a student-athlete who played on the Women's Soccer team. Graduating admits the Covid-19 pandemic has given her the skills to adapt quickly and easily to adversity.
Client Associate
Victoria is a graduate from Bentley University, where she majored in managerial economics with a concentration in marketing and a minor in computer information systems. Victoria is goal driven and motivated to learn from others in any environment. At Bentley, she was a student-athlete who played on the Women's Soccer team. Graduating admits the Covid-19 pandemic has given her the skills to adapt quickly and easily to adversity.
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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