Financial planning and beyond

Pencil and ruler on blueprints

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Artist building frame

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-Pope

    Jennifer Pope

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NM
    • NV
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • WA
    • WY
    Jennifer joined UBS Financial Services Inc. in 2003. Previously, she worked as a Financial Advisor for Prudential Financial, where she received the Top Gun, Number One Advisor Award in 1997. She was a member of the Advisory Council and a training director for Nuveen Investments. Jennifer received her B.A. degree in economics and management, accounting from Albion College and is Series 6, 7, 63 and 65, as well as Life and Health Insurance licensed. Jennifer earned the Wealth Advisor designation from UBS. She is also a Board Member of the National Football Foundation's Valley of the Sun Chapter.
    • 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 Women Wealth Advisors, 2023The 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.

    • Albion College, B.A. in Economics and Management, Accounting
    • Wealth Advisor
    4800 N Scottsdale Road
    Suite 4500
    Scottsdale, AZ 85251

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager