Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

  • Ting O'Connor

    Ting O'Connor

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • MA
    • MI
    • MT
    • NC
    • NM
    • NV
    • OR
    • TX
    • VA
    • WA

    With over 23 years in the financial services industry, Ting focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. She develops strategies and advice for clients by understanding their short and long-term financial objectives.  The community that Ting serves includes individuals, families, corporations, endowments and foundations.  Ting’s experience and commitment to her profession was recognized by Forbes in 2023, when she was named to the “Best-in-State Wealth Advisors” list.  In addition, Ting was also named to the Forbes "America's Top Women Best in State Wealth Advisors" list in 2023.

    Ting received her bachelor's degree in Biochemical Engineering from National Huaqiao University in 1992 and her MBA with focuses on Financial Management and International Business from the University of San Diego in 1998. 

    When not in the office, Ting is meditating or volunteering in local non-profit organizations which focus on community health awareness.

      • National Huaqiao Unviersity, Bachelor's, Biochemical Engineering
      • University of San Diego, MBA, Financial Management and International Business
        50 West San Fernando Street
        8th Floor
        San Jose, CA 95113
      • Jenny 2023

        Jenny Brummer

        Senior Wealth Strategy Associate

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        • AK
        • AK
        • AK
        • AK
        • AZ
        • AZ
        • AZ
        • AZ
        • CA
        • CA
        • CA
        • CA
        • CO
        • CO
        • CO
        • CO
        • FL
        • FL
        • FL
        • FL
        • GA
        • GA
        • GA
        • GA
        • HI
        • HI
        • HI
        • HI
        • MA
        • MA
        • MA
        • MA
        • MI
        • MI
        • MI
        • MI
        • NC
        • NC
        • NC
        • NC
        • NM
        • NM
        • NM
        • NM
        • NV
        • NV
        • NV
        • NV
        • NY
        • NY
        • NY
        • NY
        • OR
        • OR
        • OR
        • OR
        • TX
        • TX
        • TX
        • TX
        • VA
        • VA
        • VA
        • VA
        • WA
        • WA
        • WA
        • WA

        Jenny has 23 years of experience in the financial services industry.  In her role on the team, Jenny focuses on offering efficient and proactive client service, and building and nurturing client relationships.  She has built long-standing relationships with clients through an extensive understanding of services available to them.

        Jenny received her bachelor's degree in Sociology from the University of California at Santa Cruz in 2000.

        When not in the office, Jenny is traveling and spending time with her two young boys.

         

          • University of California at Santa Cruz , Bachelor's Degree in Sociology
            50 West San Fernando Street
            8th Floor
            San Jose, CA 95113
          • Erica 2023

            Erica Soriano

            Client Associate

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              Erica began her career in the financial services industry in 2015.  In her role on the team, Erica is responsible for various operational and administrative tasks, in addition to providing clients with a high level of service.

              Erica received her B.S. degree in Nursing from First Asia Institute of Technology and Humanities from the Philippines in 2008. 

              In her spare time, Erica loves to cook at home or travel with her husband and two kids

                • First Asia Institute of Technology and Humanities, B.S Nursing
                  50 West San Fernando Street
                  8th Floor
                  San Jose, CA 95113

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                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.

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