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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Jenny was born and raised in Sweden where she graduated from Stockholm University with a degree in French and Political Science. She began her financial services career in Paris in 1996 and has been with UBS since 2000. Jenny earned her CERTIFIED FINANCIAL PLANNER™ designation in 2006 and served as Chair of the Rhode Island Financial Planning Association in 2011. She has been featured in the Providence Business News and on "Money Talk" radio WPRO-AM630. Jenny is passionate about helping her clients enhance, protect and transfer their wealth and is working closely with her clients' tax and legal advisors to that end. In her spare time, she enjoys spending time with her her two children and husband.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jenny was born and raised in Sweden where she graduated from Stockholm University with a degree in French and Political Science. She began her financial services career in Paris in 1996 and has been with UBS since 2000. Jenny earned her CERTIFIED FINANCIAL PLANNER™ designation in 2006 and served as Chair of the Rhode Island Financial Planning Association in 2011. She has been featured in the Providence Business News and on "Money Talk" radio WPRO-AM630. Jenny is passionate about helping her clients enhance, protect and transfer their wealth and is working closely with her clients' tax and legal advisors to that end. In her spare time, she enjoys spending time with her her two children and husband.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
