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UBS is a leading and truly global wealth manager
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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, 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 35 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 25 years, Jill has developed her skills in broad financial planning-based wealth management with specialties in retirement, income, and long-term care planning
Jill has achieved the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® professional designations and cares very deeply about using her knowledge to make a difference in people’s lives. She lives in Brooklyn, NY with her husband Scott and their two sons.
Eligibility is based on quantitative factors and is 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
Credentials
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, 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 35 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 25 years, Jill has developed her skills in broad financial planning-based wealth management with specialties in retirement, income, and long-term care planning
Jill has achieved the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® professional designations and cares very deeply about using her knowledge to make a difference in people’s lives. She lives in Brooklyn, NY with her husband Scott and their two sons.
Eligibility is based on quantitative factors and is 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
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.
Global leader
UBS is a leading and truly global wealth manager
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
