Experience

Makes all the difference

Saina Yadlapalli, CFP AWMA

Financial Advisor

Saina began her career in wealth management at UBS Financial Services in New York City. After several years, she moved to Austin, Texas and continued her career as a financial advisor with UBS. Today, she specializes in comprehensive financial planning which includes portfolio and tax management as well as retirement, insurance and estate planning. Saina maintains the Series 7 and 66 licenses and holds the Certified Financial Planner™ (CFP®) and the Accredited Wealth Management Advisor (AWMA®) designations with the College of Financial Planning.

A graduate of New York University, Saina earned her B.A. in Mathematics and Economics. She also earned her CORe certification from Harvard Business School which covered topics ranging from accounting to data analytics. Lastly, Saina spent extensive time studying developmental economics at the London School of Economics and Political Science. Beyond her professional work, she enjoys attending concerts at the Austin Symphony Orchestra and is a member of their Arbor Series. She can also be found playing tennis and volunteering her time with the Meals on Wheels program in East Austin.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MN
  • MO
  • MS
  • NJ
  • NM
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • New York University, Bachelors of Arts - Mathematics and Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Wealth Management Advisor℠
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

saina.yadlapalli@ubs.com
Saina Yadlapalli, CFP AWMA
98 San Jacinto Boulevard,Austin,TX,78701

Jennifer Bass

Senior Wealth Strategy Associate

Jennifer began her career with UBS in 2008 in the Oklahoma City branch where she managed a team of four with a focus on individual clients and corporate 401(k) plans. A native Texan, she transferred to the Austin branch in the fall of 2012 to continue her career. Jennifer continues to work with ultra-high net worth and private wealth clients with an emphasis on holistic wealth management and team operations. She is fully registered (Series 7, 63, 66) and serves as a peer coach.

Prior to joining UBS, Jennifer was a book editor and worked in media relations. She is a graduate of Abilene Christian University with a B.A. in English and a B.S. in Public Relations and Advertising. Within the Austin community, Jennifer is a member of The Junior League of Austin, having served in multiple leadership and fundraising roles. She donates her time and talents as a volunteer for CASA of Travis County, Texas Great Pyrenees Rescue, Skillpoint Alliance, and is a past member of the SXSW Film Quality Control Team. She and her husband have two children and enjoy traveling, tennis, golf, trying new Austin cuisine, and spending time with their dog.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • ME
  • MN
  • NC
  • NM
  • NY
  • OH
  • OK
  • TX

Education

  • Abilene Christian University, Bachelor of Arts - English
  • Abilene Christian University, Bachelor of Science - Public Relations and Advertising
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

jennifer.bass@ubs.com
Jennifer Bass
98 San Jacinto Boulevard,Austin,TX,78701

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