Experience

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.

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.

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.

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.