Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Jessica Wert

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- 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
Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert was employed as a Certified Public Accountant (CPA) with Deloitte & Touche in Phoenix, Arizona. Jessica's experience as a CPA has included assisting in the performance of annual financial statement audits, internal control audits, and quarterly reviews of both public and private institutions.

As a Financial Advisor and Portfolio Manager with Wert Wealth Management, Jessica focuses on client service and relationships, social security strategies, college savings, life insurance reviews, and long term care planning. In 2018, Jessica obtained her Certified Financial Planner (CFP) credential.

Jessica holds both a Bachelor of Science and Master of Accountancy from Arizona State University. As a native resident of Mesa, AZ, Jessica has been an active member within the community. She spent a number of years as a volunteer with East Valley Women's League and has served in leadership roles involving the organization's largest charitable project, The Cinderella Affair. For the 2017/2018 year, Jessica served as a Board Member and Fundraising Chair with East Valley Women's League. Jessica has also served several years on the Valley Life Gala Planning Committee for the annual "Legacy of Love" Gala.

When not at work, Jessica enjoys spending time with her husband (Caleb), daughter (Blakely - 5), son (Wyatt - 2), and two dogs.

Areas of Focus:
- Life Insurance and Long Term Care Planning
- Retirement Savings Strategies
- Retirement Spending Strategies
- Social Security Strategies
- College Savings Plans
- Client Communication
- Financial Goal Analysis
Current Licenses: Series 7 and Series 66 as well as Health Insurance, Life Insurance, and Variable Annuity Licenses

CA Insurance Lic. #: 4192830
- Forbes Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2026The 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.
- Arizona State University, Bachelor of Science
- Arizona State University, Master of Accountancy
- CERTIFIED FINANCIAL PLANNER
- Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

jessica.wert@ubs.com

Jessica Wert

2575 East Camelback Road,Phoenix,AZ,85016

Jessica Wert

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- 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
Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert was employed as a Certified Public Accountant (CPA) with Deloitte & Touche in Phoenix, Arizona. Jessica's experience as a CPA has included assisting in the performance of annual financial statement audits, internal control audits, and quarterly reviews of both public and private institutions.

As a Financial Advisor and Portfolio Manager with Wert Wealth Management, Jessica focuses on client service and relationships, social security strategies, college savings, life insurance reviews, and long term care planning. In 2018, Jessica obtained her Certified Financial Planner (CFP) credential.

Jessica holds both a Bachelor of Science and Master of Accountancy from Arizona State University. As a native resident of Mesa, AZ, Jessica has been an active member within the community. She spent a number of years as a volunteer with East Valley Women's League and has served in leadership roles involving the organization's largest charitable project, The Cinderella Affair. For the 2017/2018 year, Jessica served as a Board Member and Fundraising Chair with East Valley Women's League. Jessica has also served several years on the Valley Life Gala Planning Committee for the annual "Legacy of Love" Gala.

When not at work, Jessica enjoys spending time with her husband (Caleb), daughter (Blakely - 5), son (Wyatt - 2), and two dogs.

Areas of Focus:
- Life Insurance and Long Term Care Planning
- Retirement Savings Strategies
- Retirement Spending Strategies
- Social Security Strategies
- College Savings Plans
- Client Communication
- Financial Goal Analysis
Current Licenses: Series 7 and Series 66 as well as Health Insurance, Life Insurance, and Variable Annuity Licenses

CA Insurance Lic. #: 4192830
- Forbes Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2026The 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.
- Arizona State University, Bachelor of Science
- Arizona State University, Master of Accountancy
- CERTIFIED FINANCIAL PLANNER
- Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

jessica.wert@ubs.com

Jessica Wert

2575 East Camelback Road,Phoenix,AZ,85016

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager