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