Experience That inspires confidence

Jennifer S. Barberis, CFP®

Wealth Management Associate
CERTIFIED FINANCIAL PLANNER™
847-498-7718

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Jennifer has been in the financial services industry for 11 years. She earned her B.S. in finance from The University of Wisconsin at Lacrosse in 2005 and began working for Merrill Lynch. In 2008 she joined UBS. In 2013 she became a CERTIFIED FINANCIAL PLANNER (CFP®), one the most renowned certifications in the financial services industry. Her financial planning expertise serves as an essential resource for our team. Her responsibility is to orchestrate and deliver unparalleled administrative attention to our clients.

She resides in Lake Zurich with her husband, Chris, who is a special education teacher and their young son, Benjamin.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI