Anthony R. Jessen, CEPA - UBS Financial Services Inc.

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1 City Ctr # 10
Portland, ME 04101

Anthony R. Jessen, CEPA, is a Senior Vice President at UBS Financial Services Inc. in Portland, ME, specializing in financial planning and investment management for individuals, families, and businesses with significant wealth. With a focus on customized strategies, he collaborates with clients to achieve their life goals while addressing cash flow, tax mitigation, estate planning, and business succession needs.

Having joined UBS in 2013, Tony brings extensive experience from his career that began in 1983 at EF Hutton. He is committed to providing high-quality service through clear communication and education, while also actively participating in community service and enjoying an active lifestyle with his family in Maine.

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