Jason M Ladner

About Jason M Ladner

Ladner Franz Group has delivered a distinctive, plan-based wealth management client experience to entrepreneurs, key executives and private investors for over two decades. In practice, our Team takes an entrepreneurial path and works closely with internal experts and analysts, as well as third-party resources, to provide a comprehensive, personalized suite of solutions dedicated to our clients, acting as a Personal CFO.I\'ve structured capital strategies for entrepreneurs, key executives, and affluent families for over two decades. After joining Merrill Lynch in and defining a Personal CFO approach to wealth management, I transitioned Ladner Franz Group to UBS in 2012 to enhance this offering. As Senior Vice President-Wealth Management and Senior Portfolio Manager, I direct wealth planning services, credit and lending strategies, and tactical, risk-managed, and income-focused portfolio solutions for my Group\'s wealth management clients.I hold a Certified Investment Management Analyst® designation (CIMA®) offered by Wharton, University of Pennsylvania, with the Investment Management Consultants Association, and a Chartered Retirement Planning Counselor® designation (CRPC®) offered by the College for Financial Planning. I earned my Bachelor of Science from W.P. Carey School of Business at Arizona State University after relocating to Phoenix from Chicago in 1994.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President - Wealth Management, Senior Portfolio Manager, Cima, Crpc

   UBS

   Mar 2012 — Present · Phoenix, AZ, US

   Ladner Franz Group