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Three generations on beach

Jill Michele Epstein, CFP

First Vice President–Wealth Management

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 PLANNERTM 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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
  • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.

The ratings are based on quantitative factors and are 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

Education

  • B.S. Finance, The Pennsylvania State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-2454

Email Me

What did the Fed say?

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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