Stewart Anderson - UBS Financial Services Inc.

Jennifer Loson Lucovich is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., located in Scottsdale, AZ. With recognition as one of Forbes' Best-in-State Wealth Advisors for 2024 and 2025, she emphasizes building lasting relationships by understanding clients' priorities and planning for their financial futures. UBS Financial Services Inc. offers comprehensive wealth management solutions, including the UBS Wealth Way approach, which organizes financial life into three key dimensions: Liquidity, Longevity, and Legacy. The firm is backed by a robust global presence, with over $6 trillion in invested assets and a commitment to guiding clients through various market opportunities and financial challenges. Generated from the website

Wade Wakefield - UBS Financial Services Inc. in Franklin, TN offers comprehensive wealth management services to clients seeking financial guidance. With a focus on personalized strategies, Wade Wakefield helps individuals and families navigate their financial goals with expertise and professionalism. Generated from their website's infomation

Visit our office today located in Franklin, TN. 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.