Teresa Jacobsen - UBS Financial Services Inc.

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600 Washington Blvd
Stamford, CT 06901
+1 (203) 705-4230
https://advisors.ubs.com

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.

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