Caroline Jackson
Senior Wealth Strategy Associate
- Role
- Senior Wealth Strategy Associate at UBS
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Caroline Jackson
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Experience
Senior Wealth Strategy Associate
Jun 2024 — Present
Senior Wealth Strategy Associate in the BlueWater Group at UBS. The BlueWater Group works with affluent individuals, families, and business owners to help plan for and navigate major life events like retirement, business sales, wealth generation and transfer. The team of CFP\'s has over $500 million assets under management (AUM) and specializes in portfolio management, financial planning, tax management and estate planning strategies.
Education
University of Denver
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services
2015 — 2019
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