Jennifer began her career with UBS in 2008 in the Oklahoma City branch where she managed a team of four with a focus on individual clients and corporate 401(k) plans. A native Texan, she transferred to the Austin branch in the fall of 2012 to continue her career. In Austin Jennifer continues to work with individual clients with an emphasis on holistic wealth management. She is fully registered (Series 7, 63, and 66), serves as a peer coach for Client Service Associates in the Central Texas Complex, and was recognized as a CSA Banking Champion in 2015 and 2016.
Prior to joining UBS, Jennifer was a book editor and worked in media relations. She is a graduate of Abilene Christian University with a B.A. in English, and a B.S. in Public Relations and Advertising. Within the Austin community, Jennifer is a member of the Junior League of Austin and serves as a Member-At-Large on the Fund Development Council, a member of the SXSW Film Quality Control Team, and a volunteer for the Texas Great Pyrenees Rescue Group. She and her husband, Mitch, enjoy traveling, trying new Austin cuisine, and spending time with their three dogs.
Registered States:
CA, CO, FL, IL, ME, NC, OK, TX