Experience Makes all the difference

Terri Jacobsen
Senior Vice President - Investments

Terri values each unique client relationship and consistently delivers a highly personalized approach. Terri joined UBS in 1999, is a Certified Retirement Specialist and has over 25 years experience in the financial services industry. Whether she is working with individuals and families with significant means, nonprofit organizations and/or corporate clients, Terri commits to each client her "best thinking". She listens intently to determine where each client is, where they want to be and how to help manage risk and maximize potential opportunities.

Accredited as a CPWASM in 2006, Terri delivers her recommendations utilizing a full range of wealth management and private banking services, as well as investment banking products. As a CPA herself, Terri has a high level understanding of ownership structure, closely held businesses and tax planning. She has developed a solid network of attorneys, accountants and actuaries that together work in symphony to maximize the interests of their mutual clients. Understanding your life and the issues and concerns that affect your financial decisions.

Terri was recognized by Barron's as one of the "Top 100 Women Advisors" in 2007, 2008, 2009, 2010, 2011, 2012, and 2013. In 2009, she was one of the "Top 20 Advisors in Connecticut" and one of the "Top 1,000 Advisors" in the United States.

Prior to joining UBS, Terri worked at U.S. Trust for 12 years assuming various roles, including Manager of Private Business Advisory Services. She also held positions as Senior Financial Planner and Portfolio Manager, focusing on wealth management strategies for individuals and businesses. Before U.S. Trust, she was an analyst at Pfizer, Inc. and a tax specialist with KPMG. Terri has lectured on a variety of tax topics and has authored numerous tax articles. She earned an M.B.A. from Pace University and lives in Stamford with her husband, Ken, and her daughter, Leigh.

Terri is passionate about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England. As an active member in her community, she also dedicates time and participates in annual fundraising for the Stamford Hospital Foundation, and donates to Twin Meadows-a boundless playground for disabled children.

Registered States:

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA