Sophisticated Solutions for Complex Wealth

• AL
• AR
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• KY
• LA
• MA
• ME
• MI
• MN
• MO
• MS
• NC
• NH
• NJ
• NV
• NY
• OH
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WI

Jacqueline H. Willens is a Managing Director–Wealth Management in the 1285 Avenue of the Americas branch of UBS Financial Services Inc.

Jacqueline, a 1970 graduate of Queens College, received a B.A. Degree in Early Education. She later matriculated at St. John's University where she earned, in 1972, an M.A. degree in the same field. She taught, for six years, in various elementary schools within the New York City school system. Jacqueline, once her teacher stint was completed, successfully combined her hobby, philately, with commerce, embarked on a career on Wall Street, as the Executive Vice-President of Metro Stamps, Inc.

Jacqueline joined Drexel Burnham Lambert, as an account executive, in 1984. The untimely demise of that firm led her to PaineWebber and her accomplishments there, and now, with the merger, at UBS, have been noteworthy. Jacqueline serves a diverse array of clients, both retail and institutional in character and her long tenure in this field has afforded her the perspective that has served her clients well in all varieties of market environments.

Jacqueline is an active benefactor of a number of charitable, civic and educational causes. At Queens College, Jacqueline and her husband Robert established the Robert & Jacqueline Willens Queens College Scholarship Endowment in 2012, which awards two scholarships annually to outstanding undergraduate students majoring in Accounting, Economics or within the division of Education who are involved in campus life and volunteer service. She is also, a patron of the National Down Syndrome Society. Together with her husband, who is an Adjunct Professor of Finance at Columbia University's Graduate School of Business and the president of Robert Willens LLC, a tax and accounting advisory firm, Jacqueline designed and funded the "Robert and Jacqueline Willens Award for Tax Research," an award presented each year at the Business School's Recognition Ceremony.

• Barron's Hall of Fame, 2019
  The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Women Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.
• Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The 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 Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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.

• Queens College, B.A. Early Education
• St. John's University, M.A. Early Education

• AL
• CA
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• KY
• LA
• MA
• ME
• MI
• MO
• MS
• NC
• NJ
• NV
• NY
• OH
• PA
• SC
• TN
• TX
• VA
• WA
• WI

With over 40 years of experience in financial services, Cheryl began her career with E.F. Hutton and later joined UBS predecessor firm, PaineWebber, in 1993. Focused on holistic wealth planning, Cheryl works closely with all members of the team to bring together their expertise into a cohesive strategy for each individual client. By listening and understanding clients’ needs and concerns, Cheryl provides careful and compassionate guidance to help them achieve their goals.

Cheryl graduated in 1982 from Pennsylvania State University with a B.S. in Hospital Administration, and has earned her Series 7 and 66 securities licenses. Outside of work, she is dedicated to spending time with her family, traveling, photography and studying Italian.

• Pennsylvania State University, B.S. Hospital Administration

• AL
• CA
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• KY
• LA
• MA
• ME
• MI
• MS
• NC
• NH
• NJ
• NV
• NY
• OH
• PA
• SC
• TN
• TX
• VA
• WA
• WI

David joined UBS as a Branch Associate in 2006 and moved to The Willens Group a year later. An avid market enthusiast with a strong concentration in financial analysis of U.S. domestic corporations, David enjoys educating clients about their investments and helping to align their portfolios with their goals.

A graduate of Gettysburg College with a B.A. in Economics, David has earned his Series 7 and 66 securities licenses. Outside of work, David has been an active member of Harrington Park Volunteer Fire Department for the past 10 years. He also enjoys spending time with his family, reading investment books, hiking and visiting the beach.

• Gettysburg College, B.A. Economics

• CERTIFIED FINANCIAL PLANNER®

• AL
• AR
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• KY
• LA
• MA
• ME
• MI
• MN
• MO
• MS
• NC
• NH
• NJ
• NV
• NY
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WI

Gary joined UBS and The Willens Group in July 2024 as a Financial Advisor. Gary brings a wealth of experience from his distinguished career as a commercial litigator and family law attorney.

Prior to joining The Willens Group, Gary was a Principal at Offit Kurman, P.A., where he excelled in handling complex legal matters. His legal career began at the New York County District Attorney’s Office as a prosecutor, after which he transitioned into private practice at a mid-sized commercial litigation firm. Gary then went on to work at Snitow Kanfer & Holtzer, LLP and later became a partner at its successor firm, Snitow Kaminetsky Rosner & Snitow, LLP, a litigation and transactional boutique law firm. Gary holds a J.D. from Fordham University School of Law and a B.S. in Accounting from Yeshiva University. He currently resides in Clifton, New Jersey, with his wife, Dina, and their five children. Deeply involved in his community, Gary serves as the President of the Board of Directors at YBH of Passaic, a private K-8 school with over 875 students, and volunteers as a dispatcher for Hatzolah of Passaic-Clifton, an all-volunteer ambulance service.

Since joining UBS, Gary has earned her Series 7 and 66 securities licenses as well as obtaining his life, accident and health insurance license and earned a designation as a Certified Divorce Financial Analyst. Gary brings a fresh perspective and a wealth of expertise to The Willens Group. Gary’s reputation as a practical problem solver, making himself available to his clients and looking out for their best interests fits well with The Willens Group business philosophy.

• AL
• CA
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• KY
• LA
• MA
• ME
• MI
• MS
• NC
• NJ
• NV
• NY
• OH
• PA
• SC
• TN
• TX
• VA
• WA
• WI

Lynn started her career in 1978 with Toyobo America, Inc. rising from receptionist to General Manager of Administration over her 26 years with the company. Her participation in an investment club, The Women’s Club of Northern New Jersey, led to her desire to enter the financial services industry. She joined UBS and The Willens Group in 2005. Lynn has earned her Series 7 and 66 securities licenses as well as obtaining her New York life, accident and health insurance license.

Dedicated to exceptional service and helping the team’s clients reach their financial goals, Lynn focuses on assisting with financial planning, handling cash and stock transfers and providing lending and insurance support. She prides herself on efficiently delivering what clients need and anticipating what they may ask for. Lynn and her husband, Nick, live in Maywood, NJ, in a 100-year-old Victorian home, and they recently built a country home in Masonville, NY. They have been married for more than 40 years and have three grown daughters and five grandchildren.

Janice joined UBS in 1996 as a part-time Business Service Associate where she handled numerous operational responsibilities. She then brought her 20 plus years of industry experience to The Willens Group in September of 2017 as a Client Service Associate and currently oversees the opening and maintenance of client accounts, along with various other administrative matters.

Janice was born and raised in Brooklyn, New York where she still resides with her two sons, Corey and Deven. She enjoys spending time with her family and friends.

• AL
• AR
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IA
• IL
• IN
• KY
• LA
• MA
• ME
• MI
• MN
• MO
• MS
• NC
• NH
• NJ
• NV
• NY
• OH
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WI

Kara is The Willens Group most recent recruit, having graduated from College of the Holy Cross as a full time student athlete, playing Division 1 Women's Lacrosse. She earned her Series 7 and 66 securities licenses. Kara is a member of our impeccable Client Service program working alongside our highly capable team members, Lynn Baker and Janice Bosselman to handle administrative responsibilities and client service requests.