Owen Sweeney, Jr., CIMA, CPWA, CEPA - UBS Financial Services Inc.

UBS Financial Services Inc. is a prominent wealth management firm with over 160 years of experience, dedicated to guiding clients through various market opportunities and financial challenges. With a robust global presence and assets under management exceeding $6 trillion, UBS leverages its wealth management expertise to help clients achieve their financial goals.

Led by Senior Vice President and Financial Advisor Jennifer Loson Lucovich, the firm emphasizes personalized financial strategies that focus on liquidity, longevity, and legacy. Recognized as a Forbes Best-in-State Wealth Advisor for 2024 and 2025, UBS prioritizes building lasting relationships by understanding clients' priorities and concerns.

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