Your future starts today

Capitalize on the opportunity to plan for tomorrow

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jennifer Richy, CEPA

Vice President–Wealth Management

Financial Advisor

Jennifer Richy is committed to providing an exceptional client experience through strategic management of personal, financial, and business goals of the high net worth individual.

 

She is a Certified Exit Planning Advisor® and enjoys guiding clients through business sales and personal transitions. Jennifer is adept in helping clients navigate complex estate planning strategies and creating a legacy that spans generations.

 

Jennifer attended University of Florida for her undergraduate and master’s degrees. She received her Juris Doctor from Stetson University, where she was President of the Student Bar Association.

 

Following law school, Jennifer worked in the investment bank at Credit Suisse focusing on hedge fund contracts before leading several non-profit foundations as Executive Director and COO. She later built her wealth management practice at Morgan Stanley prior to joining UBS Private Wealth Management.

 

Jennifer’s greatest passion has always been horses. She is a multi-national champion equestrian with 11 US and Canadian national championship titles, as well as five United States Equestrian Horse of the Year national championship titles.

 

Jennifer is married to John Richy who played professional baseball for nine years. She uses her personal understanding of the challenges faced by professional athletes to help them navigate their finances, retirement strategy and asset preservation.

 

Working with the non-profit More Than Baseball in concert with key stakeholders, Jennifer played a role in organizing Minor League Baseball players and the unionization of the minor leagues in 2022.

 

Jennifer and her family enjoy sailing in the Great Exumas in the spring and along the Maine coast in the summer. They spend the rest of their time with their Arabian horses, ponies, and Great Pyrenees dogs at their ranch in Naples, FL.

 

Registered States:
  • CA
  • FL
  • KS
  • MI
  • OK
  • PA
  • TN
  • TX

Education

  • Juris Doctor, Stetson University
  • Master of Science, University of Florida
  • Bachelor of Science, University of Florida

Credentials

  • Certified Exit Planning Advisor
801 Laurel Oak Drive
Suite 201
Naples, FL 34108

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Estate planning strategies

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

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Global leader

UBS is a leading and truly global wealth manager

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Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

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