Anthony Raymond Jessen
Senior Vice President - Wealth Management
As a Financial Advisor at UBS I work with a select group of families to achieve their life goals. Our journey begins with a broad discovery process centered around you and understanding your specific goals. Together we will build a customized plan to provide tangible steps toward realizing these goals. In conjunction with this work I am also involved with foundations, endowments and corporate retirement plans.
When there is a family owned business involved I am very pleased to have the tools to create a written plan that will include the modeling of the business as a key asset. I partner with both internal and external partners to solve for cash flow, taxes, estate planning, charitable wishes and business succession. This planning creates peace of mind and security for the business owner as they move forward in their business and personal life.
Each of my clients has very specific and unique needs and requirements. I take pride in my independence to choose the most effective planning and investment tools for your situation. My objective is to provide a higher level of predictability in my clients' financial lives. Finally, I strive each day to provide the best possible work and come in the next day looking to be one notch better.