Begin with a plan

For your goals. For your future.

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Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, we can provide you with advice that is tailored to your unique circumstances and priorities. We'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jennifer Kraus

    Jennifer L. Kraus, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    CA Insurance License #0D03838

    • Forbes America’s Top Women Wealth Advisors, 2020The 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.
    • Forbes Best-in-State Wealth Advisors, 2018The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 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.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

        1285 Avenue Of The Americas
        15th, 16th,17th, + 18th Floors
        New York, NY 10019
        jennifer.kraus@ubs.com
        Jennifer L. Kraus, CIMA
        1285 Avenue Of The Americas,New York,NY,10019
      • Chris Palmieri

        Christopher M. Palmieri, CIMA, CSSC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        CA Insurance License #0G21575.

              1285 Avenue Of The Americas
              New York, NY 10019
              chris.palmieri@ubs.com
              Christopher M. Palmieri, CIMA, CSSC
              1285 Avenue Of The Americas,New York,NY,10019
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            Turn possibilities into a plan

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            Support and resources

            The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

            Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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