UBS Financial Services Inc. is a global leader in wealth management, with over $3.9 trillion in invested assets globally. With a history spanning more than 160 years, UBS has proven its resilience in guiding clients through various financial challenges and market opportunities. Their team of experienced financial advisors, including Jennifer Loson Lucovich, Senior Vice President Wealth Management Financial Advisor, is dedicated to understanding clients' priorities and concerns, helping them confidently pursue their life goals. UBS offers a range of investment advisory and brokerage services, providing clients with the expertise and support they need to navigate the ever-changing financial landscape.
As an SEC-registered investment adviser and broker-dealer, UBS Financial Services Inc. operates in compliance with relevant laws and regulations. They prioritize building lasting relationships with clients by listening to their needs and offering tailored solutions. With a global footprint spanning 51 countries, UBS is well-positioned to provide comprehensive wealth management services to individuals and businesses worldwide. Their commitment to excellence and their partnership with Credit Suisse further solidify their position as a trusted and respected financial institution.
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