Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jessica Nicole Wert

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MN
  • MO
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

jessica.wert@ubs.com
Jessica Nicole Wert
2575 East Camelback Road,Phoenix,AZ,85016

Todd Wert

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MN
  • MO
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Credentials

  • Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

todd.wert@ubs.com
Todd Wert
2575 East Camelback Road,Phoenix,AZ,85016

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