Scottsdale, AZ Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc., located in Scottsdale, AZ, is a prominent wealth management firm that emphasizes building lasting client relationships through understanding individual priorities and concerns. Their approach, known as UBS Wealth Way, focuses on three key dimensions: Liquidity, Longevity, and Legacy, assisting clients in navigating their financial lives. With over 160 years of experience, UBS has established itself as a trusted global leader in wealth management, backed by significant assets and a broad international presence. The firm’s commitment to adapting to market changes ensures that clients receive informed guidance to confidently pursue their financial goals. Generated from the website

Jennifer Loson Lucovich, a Senior Vice President and Financial Advisor at UBS Financial Services Inc., operates from the firm’s new Scottsdale office located at Kierland. With a focus on building lasting relationships, her team emphasizes understanding clients' priorities to help them pursue their long-term life goals through a structured approach known as UBS Wealth Way, which encompasses Liquidity, Longevity, and Legacy strategies. Recognized as one of Forbes Best-in-State Wealth Advisors for 2024 and 2025, Loson Lucovich leverages UBS’s extensive experience as a leading global wealth manager to guide clients through market opportunities and financial challenges. The firm boasts over 160 years of proven resilience and expertise, making it a trusted partner for individuals seeking to achieve their financial aspirations in an evolving economic landscape. Generated from the website

Jennifer Loson Lucovich, a Senior Vice President in Wealth Management at UBS Financial Services Inc., is dedicated to helping clients articulate and achieve their financial goals through a collaborative approach. The firm, based in Scottsdale, AZ, integrates the UBS Wealth Way framework, focusing on liquidity, longevity, and legacy to enhance clients' wealth management strategies. With over 160 years of experience, UBS is a global leader in wealth management, serving clients in 51 countries and overseeing $6 trillion in invested assets. The firm’s commitment to understanding individual client needs positions them to navigate market volatility and pursue successful investment outcomes. Generated from the website