John Eberhard - UBS Financial Services Inc.

Jennifer L. Hoselton, CFP is a First Vice President Wealth Management at UBS Financial Services Inc. in Chapel Hill, NC. With over 20 years of experience in the financial industry, Jennifer specializes in comprehensive financial planning and wealth management for high net worth individuals and their families. She is dedicated to creating customized solutions that suit her clients' personal needs, using the breadth of resources and research available through UBS to develop plans that set them on the road to financial success. Jennifer is a Certified Financial Planner (CFP) and holds Series 7, 63, and 65 securities, life insurance, and long-term care insurance licenses. She earned her Bachelor of Science degree from Ithaca College and her Master's from Springfield College. Jennifer is actively involved in her community, volunteering her time with organizations such as The Volunteer Center of Durham and The YMCA of the Triangle. In her free time, she enjoys water sports, competitive sports, and spending time with her two young sons.Generated from the website

Frederick Cooke - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Chapel Hill, NC. With over 33 years of experience in the Financial Services Industry, they specialize in providing investment advice and strategies to Corporations, Institutions, and Technical Associations. Their expertise lies in formulating appropriate strategies through a strict process of manager selection, resource allocation, and annual spending analysis, helping clients meet their financial goals and needs. As a part of UBS Financial Services Inc., a global leader in wealth management with $3.9 trillion in invested assets globally, Frederick Cooke and his team offer a knowledgeable perspective, good judgment, and broad experience to help clients navigate the complexity of today's markets and seize opportunities. They focus on liquidity management and provide insights and guidance on investment options, including equities and bonds, to help clients make informed decisions. With a strong emphasis on long-term planning and tailored solutions, Frederick Cooke and his team are committed to helping clients organize their finances and achieve their short-term needs and longer-term goals.Generated from the website

UBS Financial Services Inc. is a leading wealth management firm with a global presence, offering investment advisory and brokerage services. With over $3.9 trillion in invested assets globally, UBS is committed to providing quality strategies customized to clients' needs and helping them pursue their life goals. The firm focuses on developing lasting relationships through a commitment to quality client service and offers a wide range of financial advice and solutions. UBS Financial Services Inc. is backed by the strength of UBS, a world-leading wealth manager with a global footprint in 51 countries. The firm's mission is to understand clients' priorities and concerns, working together to create a plan that aligns with their vision for the future. With a history of resilience and leadership, UBS guides clients through various financial challenges and market opportunities, providing expertise and support to help them achieve their financial goals.Generated from the website