Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Alexandr Ridlovski

614-442-6285
alexandr.ridlovski1@ubs.com

Jessica L. Penza, AAMS®, CRPC®

Senior Client Service Associate
Accredited Asset Management Specialist (AAMS®)
Chartered Retirement Planning Counselor (CRPC®)
614-442-6286
jessica.penza@ubs.com

Jessie began her career in June of 2007 after graduating from The Ohio State University. While at Ohio State, she earned a bachelor's in human ecology and was an All-American in the high jump. Jessie is FINRA registered and holds her series 7 and 66 securities licenses as well as her Ohio Insurance license. Jessie earned the Accredited Asset Management Specialist℠ designation in 2011 and her Charted Retirement Planning Counselor℠ designation in 2015. Jessie is married to Matt and enjoys time with her sons Shane & Brandt.


Registered States:
OH