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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
For more than 25 years, Jenny has been helping individuals and families navigate the complexities of building, preserving, and transferring wealth. As a Senior Vice President of Wealth Management and Financial Advisor at UBS Financial Services, she works closely with clients to develop personalized strategies that align with their goals and values across investment management, retirement planning, estate planning strategies, and multigenerational wealth planning, often in collaboration with their tax and legal advisors. Being a CERTIFIED FINANCIAL PLANNER® professional, she brings a thoughtful, disciplined approach to helping clients understand their options, make informed decisions, and move forward with confidence.
Professional and community involvement is equally important to Jenny and includes past leadership roles with the Financial Planning Association of Rhode Island (Chair), and the International House of Rhode Island (Treasurer).
Originally from Sweden, Jenny studied at Stockholm University and the Sorbonne in Paris before moving to the United States and beginning a financial services career. Outside of work, she enjoys spending time with her husband and two children, visiting family and friends in Sweden and skiing in the Italian Dolomites.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
For more than 25 years, Jenny has been helping individuals and families navigate the complexities of building, preserving, and transferring wealth. As a Senior Vice President of Wealth Management and Financial Advisor at UBS Financial Services, she works closely with clients to develop personalized strategies that align with their goals and values across investment management, retirement planning, estate planning strategies, and multigenerational wealth planning, often in collaboration with their tax and legal advisors. Being a CERTIFIED FINANCIAL PLANNER® professional, she brings a thoughtful, disciplined approach to helping clients understand their options, make informed decisions, and move forward with confidence.
Professional and community involvement is equally important to Jenny and includes past leadership roles with the Financial Planning Association of Rhode Island (Chair), and the International House of Rhode Island (Treasurer).
Originally from Sweden, Jenny studied at Stockholm University and the Sorbonne in Paris before moving to the United States and beginning a financial services career. Outside of work, she enjoys spending time with her husband and two children, visiting family and friends in Sweden and skiing in the Italian Dolomites.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
