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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jill Michele Epstein, CFP, CEPA

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.

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

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

  • B.S. Finance, The Pennsylvania State University

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor
  • Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
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A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

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for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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