Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List
02 5월 2024 - 11:00PM
Business Wire
UBS Wealth Management USA announced today that three financial
advisors, Susan Bailey, Jennifer Loson Luckovich and Jennifer Pope,
in the Scottsdale office of the firm’s Pacific Desert Wealth
Management Market have been named to the Forbes Top Women Wealth
Advisors Best-In-State list for 2024.
“Our advisors recognize that sometimes women have been left out
of financial planning and strategies discussions,” says Shawn
Bernhard, UBS Market Director for Arizona. “Jennifer, Susan, and
Jennifer excel in providing personalized, comprehensive wealth
management services and best-in-class advice to both women and men,
and we are very proud to see their hard work and success
recognized. Congratulations to these outstanding female advisors
for this great industry recognition.”
Susan Marie Bailey is the lead financial advisor of
Bailey Wealth Management at UBS, a dedicated team of advisors
offering services that go beyond traditional portfolio investment
management, with a focus on income planning, insurance protection,
long term care and generational wealth transfer. A strong proponent
of financial education for women, Susan is also a passionate
fitness advocate and has won several fitness competitions for
women. She was the National Champion in the Master’s National
Figure Fitness Competition in 2014. Throughout her career, Susan
has received multiple accolades in the financial industry,
including being named to the Barron's Top 1,000 Financial Advisors
list (2009-2010, 2012), the Barron's Top 1,200 Financial Advisors
list (2014-2015), the Forbes America’s Top Women Wealth Advisors
list (2018-2021), the Forbes Best-in-State Wealth Advisors list
(2018-2023) and the Forbes Best-in-State Women Wealth Advisors
(2020-2024).
Jennifer Loson Luckovich is a Certified Financial
PlannerTM who has been working at UBS in its Scottsdale office for
almost four years. She began her career in New York after
graduating with a Bachelor of Science degree in Finance and
Insurance from Northeastern University. Previously, she was
employed by BMO Harris Financial Advisors and Morgan Stanley. As a
Certified Financial Planner, Jennifer dedicates much of her
practice to financial planning for women facing changing life
events, such as divorce or loss of a spouse. She is a mother with
two young boys and stays busy in her free time volunteering and
attending school activities and sports events.
Jennifer M. Pope has worked as a financial advisor at UBS
for more than 20 years. After receiving a Bachelor of Arts degree
in Accounting and Economics from Albion College, she began her
career with Nuveen Investments and then Prudential Securities
before joining UBS in late 2003. This is the fourth time Jennifer
has been recognized by Forbes. She has previously been recognized
on the Forbes America’s Top Women Wealth Advisors list for 2020,
the Forbes Best-in-State Women Wealth Advisors list for 2023-2024,
and the Forbes Best-in-State Wealth Management Teams list for 2024.
Active in her community, Jennifer has volunteered with St. Mary's
Foodbank, J. O. Combs Elementary School and Kal Cunningham
Charity.
The eighth annual ranking of Forbes/SHOOK Top Women Wealth
Advisors Best-In-State features 1,991 women managing cumulative
assets of over $2.8 trillion. Forbes list is compiled by SHOOK
Research, which uses quantitative and qualitative data, including
interviews, to rank advisors.
For the full list and methodology, visit:
https://www.forbes.com/sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024/?sh=7587163a4502
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240502915599/en/
Media Contact: Beth Walsh 858-254-2845
beth@clearpointagency.com
UBS (NYSE:UBS)
과거 데이터 주식 차트
부터 4월(4) 2024 으로 5월(5) 2024
UBS (NYSE:UBS)
과거 데이터 주식 차트
부터 5월(5) 2023 으로 5월(5) 2024