Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Jennifer Wildman

Account Vice President

Financial Advisor

Jennifer Wildman is a Financial Advisor with the Sage Wealth Managment Group at UBS Financial Services and has been working in the financial services industry since 1992.  She is the team's relationship manager.  Jennifer is an advocate for the client and works with the client as well as their legal and tax professionals for a robust team approach to both planning and service.

Jennifer lives in Linwood, NJ and enjoys entertaining, traveling and spending quality time outdoors with her husband Chris and their two sons, Zack and Steven. 

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

  • Forbes BIS Teams, 2023

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

  • Chartered Retirement Planning Counselor

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

Financial planning
Retirement planning
Philanthropy
Asset allocation
Sustainable investing
Lending services
Multi-generational families
Women investors
1337 Tilton Road
Northfield, NJ 08225
  • (609) 677-2278

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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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