Senior Vice President–Wealth Management
Financial Advisor
Education and Licenses
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Education and Licenses
Education
Credentials
Let's connect
Senior Wealth Strategy Associate
CA Insurance License 4251199
Education
Credentials
Let's connect
Senior Wealth Strategy Associate
CA Insurance License 4251199
Education
Credentials
Let's connect
Client Associate
Registered Client Service Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed.
Education
Client Associate
Registered Client Service Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed.
Education
Senior Vice President–Wealth Management
Financial Advisor
Education and Licenses
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Education and Licenses
Education
Credentials
Let's connect
Team Administrator
Ms. House has over 30 years of experience in the financial services industry and provides quality services to our high net worth and institutional clients. Ms. House assists in business development, corporate services, estate planning and is responsible for the implementation of successful operational systems. She manages all administrative functions and analyzes investment opportunities and client needs. She is instrumental in the search process for trustees/custodians to institutional clients and responsible for the successful transition of assets. Jaquelynn is Series 7, 31, 63 and 65 and New York State Insurance Licensed.
Let's connect
Team Administrator
Ms. House has over 30 years of experience in the financial services industry and provides quality services to our high net worth and institutional clients. Ms. House assists in business development, corporate services, estate planning and is responsible for the implementation of successful operational systems. She manages all administrative functions and analyzes investment opportunities and client needs. She is instrumental in the search process for trustees/custodians to institutional clients and responsible for the successful transition of assets. Jaquelynn is Series 7, 31, 63 and 65 and New York State Insurance Licensed.
Let's connect
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.
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.
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