A plan for today, tomorrow and generations to come

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.

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Jenny Andersson, CFP

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.

Registered States:
  • AK
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OK
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA

Education

  • Financial Planning Certificate Program, Bryant University
  • B.A in French, Stockholm University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
500 Exchange Street
Suite 1210
Providence, RI 02903
  • (401) 455-6738

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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