Jessica Nicole Wert

Helping your family every step of the way -- Financial Advisor at UBS Financial Services Inc.

Role
Account Vice President Financial Advisor at UBS
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jessica Nicole Wert

Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert…

Experience

  1. Account Vice President Financial Advisor

    UBS

    Apr 2014 — Present · Scottsdale, AZ

    The Wert Wealth Management group at UBS Financial Services, Inc. provides holistic wealth management and financial planning services including (but not limited to) the following-Custom Financial and Retirement Planning for Individuals and Families-Asset Allocation -Portfolio Analysis-Income Planning-Retirement Planning-Risk Management and Mitigation-Wealth Preservation and Transfer

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