Peter Skaperdas - UBS Financial Services Inc.

Teresa Jacobsen is a Managing Director at UBS Financial Services Inc. in Stamford, CT, specializing in wealth management with a personalized approach to each client's unique situation. With over 25 years of experience, she utilizes a comprehensive range of financial services to help clients navigate their investment strategies, business needs, and legacy planning. An accredited CPA and Certified Retirement Specialist, Jacobsen has a solid background in financial planning and tax strategies, complemented by her extensive network of professionals in related fields. Passionate about community engagement, she dedicates time to animal rescue and fundraising for local causes, showcasing her commitment beyond the financial realm. Generated from the website

Visit our office today located in Stamford, CT. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Frank Lockwood, a Senior Vice President in Wealth Management at UBS Financial Services Inc., has over 30 years of experience in the financial industry, specifically catering to ultrahigh-net-worth families focused on capital preservation. Specializing in fixed income portfolio construction and sophisticated estate planning, he leverages the firm's vast intellectual capital to provide tailored investment strategies that address the unique challenges his clients face. Recognized in Barron's Top 1200 Financial Advisors for 2024-2025, Frank is committed to fostering deep personal relationships with the 100 households he manages, emphasizing proactive communication to navigate complex financial decisions. In addition to his financial expertise, he is passionate about charitable work, particularly in the humane treatment of animals, reflecting his dedication to both his clients and the community. Generated from the website