BOSTON–(BUSINESS WIRE)–Apr 5, 2021–
UBS Wealth Management USA announced today that five Financial Advisors in the firm’s Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210405005032/en/
Left to right: Paula Mogan, Sandra Manzella, Camille Valentine, Jessica Guo, Jessica Anderson (Photo: Business Wire)
“We are extremely proud of these five women for representing UBS on this prestigious list,” said Jim Ducey, Greater New England Market Head at UBS Wealth Management USA. “Each of them add tremendous value to our industry and continued commitment to the clients they serve each day.”
Paula Mogan has over 25 years experience in the financial services industry, all of which has been focused on helping clients achieve their personal and financial goals. Paula refers to herself as an “advocate” for each of her clients, guiding them through the financial complexities that accompany both major and minor transitions in life. Paula earned the Certified Financial Planner™ and Accredited Domestic Partner Advisor SM designations, and is a graduate of the University of Massachusetts.
Sandra Manzella has 30 years of experience within the financial services industry. She holds two Bachelor of Arts degrees from Holy Cross, has completed a two-year curriculum with the College of Financial Planning for the professional designation of Certified Financial Planner™, and in 2012 earned the designation of Certified Portfolio Manager® in association with Columbia Business School.
Camille Valentine has 32 years of experience in the financial services industry. She has her MBA from Babson Graduate School of Business, and her Bachelor of Arts from Smith College. Camille serves on the Board of Advisors of The Greater Boston Food Bank and UBS’s President’s Council.
Jessica Guo has over 28 years of experience in the financial services industry, in both Asia and the United States. She holds the Certified Financial Planner™, Certified Investment Management Analyst®, Chartered Retirement Planning Counselor SM, and the Certified Private Wealth Advisor® designations. Jessica received her MBA from Boston College and her undergraduate degree from Shanghai International Studies University.
Jessica Anderson has over 30 years of experience in the financial services industry. She holds the Certified Investment Management Analyst®, Certified Private Wealth Advisor® and a Certified Financial Planner™ designations. Jessica is the past president of both the Rutland Regional Medical Center and Rutland Ares Art Association and currently serves on the Board of the Chamber of Commerce of Rutland Region.
This year’s Top Women Wealth Advisors list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
For the full list and further information visit: https://www.forbes.com/top-women-advisors.
Notes to Editors
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.
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 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.
View source version on businesswire.com:https://www.businesswire.com/news/home/20210405005032/en/
CONTACT: Kearney Dewing
KEYWORD: MASSACHUSETTS UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: RETAIL LUXURY PROFESSIONAL SERVICES FINANCE
SOURCE: UBS Wealth Management USA
Copyright Business Wire 2021.
PUB: 04/05/2021 09:15 AM/DISC: 04/05/2021 09:15 AM