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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As a Financial Advisor at UBS I work with a select group of families to achieve their life goals. Our journey begins with a broad discovery process centered around you and understanding your specific goals. Together we will build a customized plan to provide tangible steps toward realizing these goals. In conjunction with this work I am also involved with foundations, endowments and corporate retirement plans.
When there is a family owned business involved I am very pleased to have the tools to create a written plan that will include the modeling of the business as a key asset. I work with both internal and external colleagues to solve for cash flow, tax mitigation and estate planning strategies, charitable wishes and business succession.
Each of my clients has very specific and unique needs and requirements. I take pride in my ability to help the choose the most effective planning and investment tools for your situation. My objective is to provide a higher level of predictability in my clients' financial lives. Finally, I strive each day to provide the best possible work and come in the next day looking to be one notch better.
Senior Vice President–Wealth Management
Tony Jessen is almost a native Mainer, having lived in mid and south coastal Maine since the 2nd grade. He joined UBS Financial Services Inc. in 2013. Prior to beginning his career at EF Hutton in 1983, Tony graduated from Gould Academy in Bethel then attended University of Colorado, with an economics major, and finished up at University of Southern Maine with a BS in Business Administration while interning at EF Hutton.
Tony’s business is focused in financial planning and investment management for individuals and families with considerable wealth, endowments, retirement plans, businesses and other client scenarios that can benefit from his services and the resources he can bring to the table. Tony’s daily objective is to provide a consistently high level of service through clear and calm communication, as well as education, to achieve client objectives and allow time in client’s lives to meet their own family, professional and personal obligations and goals. He strives to offer the advice he would want to receive were he in the client’s particular situation. Tony actively consults with UBS colleagues, CPA’s, estate planners, business consultants and other professionals to better assist clients with their individual needs.
Tony's move to UBS has allowed him to strengthen the planning work that he believes can be the driver of great financial and family success, in personal planning as well as business planning.
Tony believes strongly in community service and has a long history of active participation with non-profit work.
Tony and his wife Hilary live in South Freeport (and Carrabassett Valley winter weekends) with their daughter Lily born in 2005 (freshman at Conn. College now!).The family counts itself as lucky to enjoy an active lifestyle in a wonderful environment including boating in summer, skiing in winter, hiking, biking, going to the beach, golf and aviation.
Credentials
Senior Vice President–Wealth Management
Tony Jessen is almost a native Mainer, having lived in mid and south coastal Maine since the 2nd grade. He joined UBS Financial Services Inc. in 2013. Prior to beginning his career at EF Hutton in 1983, Tony graduated from Gould Academy in Bethel then attended University of Colorado, with an economics major, and finished up at University of Southern Maine with a BS in Business Administration while interning at EF Hutton.
Tony’s business is focused in financial planning and investment management for individuals and families with considerable wealth, endowments, retirement plans, businesses and other client scenarios that can benefit from his services and the resources he can bring to the table. Tony’s daily objective is to provide a consistently high level of service through clear and calm communication, as well as education, to achieve client objectives and allow time in client’s lives to meet their own family, professional and personal obligations and goals. He strives to offer the advice he would want to receive were he in the client’s particular situation. Tony actively consults with UBS colleagues, CPA’s, estate planners, business consultants and other professionals to better assist clients with their individual needs.
Tony's move to UBS has allowed him to strengthen the planning work that he believes can be the driver of great financial and family success, in personal planning as well as business planning.
Tony believes strongly in community service and has a long history of active participation with non-profit work.
Tony and his wife Hilary live in South Freeport (and Carrabassett Valley winter weekends) with their daughter Lily born in 2005 (freshman at Conn. College now!).The family counts itself as lucky to enjoy an active lifestyle in a wonderful environment including boating in summer, skiing in winter, hiking, biking, going to the beach, golf and aviation.
Credentials
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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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