Experience That inspires confidence

With more than 25 years of industry experience, Jessica enjoyed a successful career with Morgan Stanley before joining UBS Financial Services Inc. in 2008. Wealth management is not a foreign concept to Jessica. Even as a child, she was fascinated by the idea of putting her money to work for her while she enjoyed spending time doing the things she loved. This is a concept that Jessica has always held close to her and one she employs today when working with her clients. Working in concert with her clients and their other trusted advisors, Jessica designs strategies that allow her clients to enjoy life while having their money work for them. Providing highly personalized service, Jessica employs a rigorous process to find the right investment vehicle for her clients that is aligned with their specific needs and goals. Working primarily with families, small business owners and individuals, Jessica guides her clients in the areas of estate planning as well as retirement and college planning.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Henderson, NV

December 2008 - Present

Morgan Stanley

Vice President, Investments

Henderson, NV

June 1994 - December 2008

Accomplishments

  • Certified Investment Management Analyst (CIMA®), Wharton School of Business in Philadelphia
  • Wealth Advisor
  • Forbes Best-in-State Wealth Advisor
  • Working Mother Top Wealth Advisor Moms

Education

  • BA Psychology, University of California, Santa Barbara,

Licenses

  • Series 31, Managed Futures Representative
  • Series 63, Uniform Securities State Agent
  • Series 7, General Securities Representative
  • Series 65, Investment Advisor Representative
  • Life, Variable Life, Health Insurance and Variable Annuity Licensed: FL, NV, NY,CA

Personal & Community

  • Inspiring Children Foundation Advisory Committee, WTT World Team Tennis Advisory Committee
  • Clark County Medical Society Alliance Former Board of Directors, AIPAC Leadership Committee, Three Square Development Committee
  • Nevada Community Foundation Former Board of Directors
  • Reside in Henderson, NV with my husband, David, and our two children, Sarah and Adam
  • Enjoys travel, cooking, reading, tennis and yoga

Registered States:

AZ, CA, CO, CT, FL, GA, ID, LA, MI, NC, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA