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Three UBS Financial Advisors from the Scottsdale office have been recognized in the Forbes Top Women Wealth Advisors Best-in-State list for 2025. Susan Bailey, Jennifer Lucovich, and Jennifer Pope have demonstrated exceptional financial planning and client relationship skills, contributing to their accolades in the industry. The ranking highlights 2,400 women managing approximately $3.6 trillion in assets, showcasing the significant impact of female advisors in wealth management.
UBS Wealth Management USA announced that 11 of its Arizona-based teams have been recognized in the Forbes Best-in-State Wealth Management Teams list for 2025, with The Schultz Group ranked #1 in the state. The teams, located in Phoenix, Tucson, and Scottsdale, emphasize personalized financial planning and strong client relationships. Notably, two advisors from Arizona also made the list while working with teams in other states, highlighting the firm's extensive reach and commitment to client service.
UBS Wealth Management USA announced that 11 Arizona-based teams have been recognized in the Forbes Best-in-State Wealth Management Teams list for 2025, with six teams from Phoenix. The Schultz Group leads the state at #1, focusing on retirement and legacy planning, while other teams emphasize personalized service and comprehensive financial solutions. This recognition highlights the strong client relationships and dedication of UBS advisors across Arizona.
Three UBS Financial Advisors from the Scottsdale office in Arizona—Susan Bailey, Jennifer Lucovich, and Jennifer Pope—have been recognized in the Forbes Top Women Wealth Advisors Best-in-State list for 2025. Bailey, a strong advocate for financial education and fitness, leads a team focused on comprehensive financial planning. Lucovich, a Certified Financial Planner, specializes in assisting women through life transitions, while Pope, with over 20 years of experience, is actively involved in community service.
Three financial advisors from UBS's Scottsdale office—Susan Bailey, Jennifer Lucovich, and Jennifer Pope—have been recognized in the Forbes Top Women Wealth Advisors Best-In-State list for 2025. Bailey specializes in income planning and generational wealth transfer, Lucovich focuses on financial planning for women facing life changes, and Pope has over 20 years of experience at UBS. The Forbes list highlights 2,400 women advisors managing approximately $3.6 trillion in assets.
Three UBS Financial Advisors from the Scottsdale office in Arizona—Susan Bailey, Jennifer Lucovich, and Jennifer Pope—have been recognized in the Forbes Top Women Wealth Advisors Best-in-State list for 2025. This acknowledgment highlights their commitment to personalized financial planning and strong client relationships. The ranking features 2,400 women managing approximately $3.6 trillion in assets, showcasing the significant impact of female advisors in the wealth management industry.
Susan Bailey
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three arizona financial advisors recognized in forbes top women wealth advisors list
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eleven arizona wealth management teams recognized in forbes best in state list
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three arizona financial advisors recognized in forbes top women wealth advisors list
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three ub financial advisors recognized in forbes top women wealth advisors list
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three arizona financial advisors recognized in forbes top women wealth advisors list
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