Insight-based advice

I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world's largest wealth management firms.

Jill is a graduate of The Pennsylvania State University with a concentration in finance. Over the past 30 years, she has worked in the financial services industry in institutional fixed income sales and trading, and as a Wealth Advisor & First Vice President in private client. Over the last 15 years, Jill has developed her skills in broad financial planning-based wealth management with specialties in retirement and income planning, long-term care planning, and aiding families with special needs children who are looking to navigate their financial responsibilities.

Jill has achieved the CERTIFIED FINANCIAL PLANNER^TM professional designation and cares very deeply about using her knowledge to make a difference in people's lives. She donates her time to the Hillel organization as Chairman of the Board at her alma mater, and she and her family are active in their local synagogue, Congregation Mt. Sinai. Above all, Jill makes time to remain very involved with her sons’ school programs and events, where she has long-served as parent representative. She lives in Brooklyn, NY with her husband Scott and their two sons.