Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Rhea-AI Summary

Three UBS Financial Advisors in Arizona, Susan Bailey, Jennifer Loson Luckovich, and Jennifer Pope, have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024. The advisors excel in providing personalized wealth management services and advice to both women and men. Susan Bailey is the lead financial advisor of Bailey Wealth Management at UBS, focusing on income planning, insurance protection, and generational wealth transfer. Jennifer Loson Luckovich is a Certified Financial Planner helping women navigate financial changes. Jennifer Pope has over 20 years of experience and is recognized for her community involvement. The Forbes/SHOOK Top Women Wealth Advisors Best-In-State list features 1,991 women managing assets totaling over $2.8 trillion.

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• The three UBS Financial Advisors in Arizona have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024, showcasing their excellence in providing personalized wealth management services and advice to both women and men.
• The advisors, Susan Bailey, Jennifer Loson Luckovich, and Jennifer Pope, have received multiple accolades and recognition in the financial industry, highlighting their expertise and success in the field.

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• None.

PHOENIX--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Loson Luckovich and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024.

“Our advisors recognize that sometimes women have been left out of financial planning and strategies discussions,” says Shawn Bernhard, UBS Market Director for Arizona. “Jennifer, Susan, and Jennifer excel in providing personalized, comprehensive wealth management services and best-in-class advice to both women and men, and we are very proud to see their hard work and success recognized. Congratulations to these outstanding female advisors for this great industry recognition.”

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS, a dedicated team of advisors offering services that go beyond traditional portfolio investment management, with a focus on income planning, insurance protection, long term care and generational wealth transfer. A strong proponent of financial education for women, Susan is also a passionate fitness advocate and has won several fitness competitions for women. She was the National Champion in the Master’s National Figure Fitness Competition in 2014. Throughout her career, Susan has received multiple accolades in the financial industry, including being named to the Barron's Top 1,000 Financial Advisors list (2009-2010, 2012), the Barron's Top 1,200 Financial Advisors list (2014-2015), the Forbes America’s Top Women Wealth Advisors list (2018-2021), the Forbes Best-in-State Wealth Advisors list (2018-2023) and the Forbes Best-in-State Women Wealth Advisors (2020-2024).

Jennifer Loson Luckovich is a Certified Financial Planner^TM who has been working at UBS in its Scottsdale office for almost four years. She began her career in New York after graduating with a Bachelor of Science degree in Finance and Insurance from Northeastern University. Previously, she was employed by BMO Harris Financial Advisors and Morgan Stanley. As a Certified Financial Planner, Jennifer dedicates much of her practice to financial planning for women facing changing life events, such as divorce or loss of a spouse. She is a mother with two young boys and stays busy in her free time volunteering and attending school activities and sports events.

Jennifer M. Pope has worked as a financial advisor at UBS for more than 20 years. After receiving a Bachelor of Arts degree in Accounting and Economics from Albion College, she began her career with Nuveen Investments and then Prudential Securities before joining UBS in late 2003. This is the fourth time Jennifer has been recognized by Forbes. She has previously been recognized on the Forbes America’s Top Women Wealth Advisors list for 2020, the Forbes Best-in-State Women Wealth Advisors list for 2023-2024, and the Forbes Best-in-State Wealth Management Teams list for 2024. Active in her community, Jennifer has volunteered with St. Mary's Foodbank, J. O. Combs Elementary School and Kal Cunningham Charity.

The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion. Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

For the full list and methodology, visit: https://www.forbes.com/sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024/?sh=7587163a4502

Notes to Editors: Photos available upon request

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240502915599/en/

Media Contact:

Beth Walsh

858-254-2845

beth@clearpointagency.com

Source: UBS Wealth Management USA

FAQ

Who are the three UBS Financial Advisors named to the Forbes Top Women Wealth Advisors Best-In-State list in Arizona?

The three UBS Financial Advisors named are Susan Bailey, Jennifer Loson Luckovich, and Jennifer Pope.

What is Susan Bailey's role at UBS?

Susan Bailey is the lead financial advisor of Bailey Wealth Management at UBS, offering services beyond traditional portfolio investment management, focusing on income planning, insurance protection, and generational wealth transfer.

How many women are featured on the Forbes/SHOOK Top Women Wealth Advisors Best-In-State list for 2024?

The list features 1,991 women managing cumulative assets of over $2.8 trillion.