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Great Barrier Reef

Ladner Franz Group has delivered a distinctive, plan-based wealth management client experience to entrepreneurs, key executives and private investors for over two decades. In practice, our Team takes an entrepreneurial path and works closely with internal experts and analysts, as well as third-party resources, to provide a comprehensive, personalized suite of solutions dedicated to our clients, acting as a Personal CFO.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

How we work

How we work

What we do

What we do

Three generations on beach

From success to succession

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.

  • Jason Ladner

    Jason Ladner, CIMA, CRPC

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • MD
    • MI
    • MO
    • MT
    • NJ
    • NY
    • OR
    • SC
    • TX
    • VA
    • WA

    I've structured capital strategies for entrepreneurs, key executives, and affluent families for over two decades. After joining Merrill Lynch in 1999 and defining a Personal CFO approach to wealth management, I transitioned Ladner Franz Group to UBS in 2012 to enhance this offering. As Senior Vice President-Wealth Management and Senior Portfolio Manager, I direct wealth planning services, credit and lending strategies, and tactical, risk-managed, and income-focused portfolio solutions for my Group's wealth management clients.

    I hold a Certified Investment Management Analyst designation (CIMA®) offered by Wharton, University of Pennsylvania, with the Investment Management Consultants Association, and a Chartered Retirement Planning Counselor designation (CRPC®) offered by the College for Financial Planning. I earned my Bachelor of Science from W.P. Carey School of Business at Arizona State University after relocating to Phoenix from Chicago in 1994.          

        • Senior Portfolio Manager
        • Certified Investment Management Analyst®
        • Chartered Retirement Planning Counselor
        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
        jason.ladner@ubs.com
        Jason Ladner, CIMA, CRPC
        2575 East Camelback Road,Phoenix,AZ,85016
      • Eric V. Franz

        Eric Franz, CEPA

        Account Vice President

        Certified Exit Planning Advisor

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        • AZ
        • CA
        • CO
        • FL
        • GA
        • IL
        • MD
        • MI
        • MO
        • MT
        • NJ
        • OR
        • SC
        • TX
        • VA
        • WA

        As co-head of Ladner Franz Group, I design and execute innovative business exit, wealth planning, and credit strategies, while leveraging both internal and third-party intellectual capital. My aim is to deliver an objective Personal CFO viewpoint to my Group's wealth management clients. Prior to joining Ladner Franz Group with Merrill Lynch in 2009, I served in operational roles as Division President for two of the largest homebuilders in the U.S., and as Vice-President and Controller for an S&P and Fortune 500 company. As a product of the knowledge and experience gained through my 20+ year career in homebuilding, I understand personally the unique and complex financial needs of owners, entrepreneurs, and key executives.

        I'm an active member of both the American Institute of Certified Public Accountants, as well as the Arizona Society of Certified Public Accountants (tax advice not provided), and hold a Certified Exit Planning Advisor designation (CEPA®) offered by the Exit Planning Institute. I earned my Bachelor of Science in Business Administration-Accounting from California State University-Dominguez Hills prior to relocating to Phoenix from Southern California in 1988.

            • Certified Exit Planning Advisor
            • Wealth Advisor
            2575 East Camelback Road
            Suite 900
            Phoenix, AZ 85016
            eric.franz@ubs.com
            Eric Franz, CEPA
            2575 East Camelback Road,Phoenix,AZ,85016
          • Susie

            Susie Wong

            Wealth Management Associate

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            • AK
            • AZ
            • CA
            • ID
            • IL
            • OR
            • TX
            • UT
            • VA
            • WA
            • WI

            Susie earned her Bachelor of Science degree in Finance Magna Cum Laude from Arizona State University in 1997. She began her career as a Consulting Group Analyst with Smith Barney in Phoenix, AZ and Menlo Park, CA focusing on portfolio construction, investment manager research, and performance attribution reporting. She then transferred overseas to join Citigroup Asset Management based in Hong Kong strengthening relationships with Asia's ultra-high net worth business owners and families. Later she became Director of Marketing & Communications for HSBC Private Bank further building the brand across Asia. 

            After over a decade abroad and meeting her husband in Toyko, Japan, she returned to her native Scottsdale, AZ in 2011 to continue her financial services career. She enjoys cheering on local Valley sports teams, volunteering at pet shelters and long family walks with their two dogs.

                  2575 East Camelback Road
                  Suite 900
                  Phoenix, AZ 85016
                  susie.wong@ubs.com
                  Susie Wong
                  2575 East Camelback Road,Phoenix,AZ,85016
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                  Debbie Fierro

                  Client Associate

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                          2575 East Camelback Road
                          Suite 900
                          Phoenix, AZ 85016
                          debbie.fierro@ubs.com
                          Debbie Fierro
                          2575 East Camelback Road,Phoenix,AZ,85016

                        A way forward

                        Understanding your life, your wealth and what you want to accomplish.

                        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                        Let's talk about how we can help you plan for the life you want

                        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        51 countries

                        Our global footprint

                        $5.9+ trn

                        UBS Group invested assets
                        As of 06/30/2024

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