A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

Justin Low

Senior Vice President–Wealth Management

Financial Advisor Justin Low has been relentlessly devoted to providing exceptional value to his clients since 2008. His approach of deeply understanding client’s financial lives allows him to craft individualized financial solutions that are both thoughtful and creative. A tremendous strength of Justin’s is his ability to listen, understand complicated financial concepts, and interpret them to his clients in a way that makes sense. Justin considers his life’s work to be improving the financial lives of others in any way that he can.

Justin was introduced to finance by buying his first shares of Apple stock as a junior high student. In college, Justin obtained a B.A. degree in business and communications from Arizona State University. Upon graduation, he was hired at Smith Barney (later Morgan Stanley) just before the 2008 financial crisis. Through thousands of outbound cold calls, Justin was able to build up his clientele; which primarily consists of business owners and high net worth individuals. His creative approach and strong work ethic allowed him to achieve the Pacesetter Award for five years in a row at Morgan Stanley. Justin continued climbing and building his business, leading to promotions of Vice President in 2013 and 2014, First Vice President in 2017, and Senior Vice President in 2020. This success has been bred from Justin’s whole-hearted dedication towards ensuring that he will remain an indispensable asset to his clients. In the spring of 2020, Justin joined the Schultz Group at UBS.

 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • TN
  • TX
  • VA
  • WY

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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 America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award 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.A. degree in Business and Communications, Arizona State University

Credentials

  • Senior Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
  • (602) 957-5134

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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