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UBS Financial Advisor Teresa Jacobsen Named to the Forbes List of America’s Top Wealth Advisors


UBS announced today that Private Wealth Advisor Teresa Jacobsen in the firms Northeast Private Wealth Management Market, has been named to the Forbes list of Americas Top Wealth Advisors.

Jacobsen is a Certified Retirement Specialist and has over 25 years of financial services experience. Whether she is working with affluent individuals and families, nonprofit organizations and/or corporate clients, Jacobsen commits to each her “best thinking.” Recently, Jacobsen earned Barron’s Hall of Fame recognition, which highlights 10 or more years of being ranked in one of Barron’s Top 100 rankings. She is currently a Barron’s Top 1,200 Advisor for the state of Connecticut.

We congratulate Teresa and her team on this impressive recognition, said Julie Fox, UBS Northeast Private Wealth Market Head. This accomplishment is a testament to Teresas decades of experience helping clients achieve their financial goals.

I am honored to be part of this impressive list of financial advisors and I am grateful to be surrounded by such a talented team at UBS, said Teresa Jacobsen, managing director, UBS Private Wealth Management.

The Forbes/SHOOK list of Americas Top Wealth Advisors contains 250 advisors with combined assets under management of $893 billion. The list was developed by SHOOK Research and is based on a variety of criteria, including: in-person interviews, industry experience, compliance records, assets under management and revenue.

For more information and the complete list, please visit:

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Media Contact:

Scott Gamm

Strategy Voice Associates, LLC

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