Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List
Three UBS Financial Advisors in Arizona, Susan Bailey, Jennifer Loson Luckovich, and Jennifer Pope, have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024. The advisors excel in providing personalized wealth management services and advice to both women and men. Susan Bailey is the lead financial advisor of Bailey Wealth Management at UBS, focusing on income planning, insurance protection, and generational wealth transfer. Jennifer Loson Luckovich is a Certified Financial Planner helping women navigate financial changes. Jennifer Pope has over 20 years of experience and is recognized for her community involvement. The Forbes/SHOOK Top Women Wealth Advisors Best-In-State list features 1,991 women managing assets totaling over $2.8 trillion.
- The three UBS Financial Advisors in Arizona have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2024, showcasing their excellence in providing personalized wealth management services and advice to both women and men.
- The advisors, Susan Bailey, Jennifer Loson Luckovich, and Jennifer Pope, have received multiple accolades and recognition in the financial industry, highlighting their expertise and success in the field.
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“Our advisors recognize that sometimes women have been left out of financial planning and strategies discussions,” says Shawn Bernhard, UBS Market Director for
Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS, a dedicated team of advisors offering services that go beyond traditional portfolio investment management, with a focus on income planning, insurance protection, long term care and generational wealth transfer. A strong proponent of financial education for women, Susan is also a passionate fitness advocate and has won several fitness competitions for women. She was the National Champion in the Master’s National Figure Fitness Competition in 2014. Throughout her career, Susan has received multiple accolades in the financial industry, including being named to the Barron's Top 1,000 Financial Advisors list (2009-2010, 2012), the Barron's Top 1,200 Financial Advisors list (2014-2015), the Forbes America’s Top Women Wealth Advisors list (2018-2021), the Forbes Best-in-State Wealth Advisors list (2018-2023) and the Forbes Best-in-State Women Wealth Advisors (2020-2024).
Jennifer Loson Luckovich is a Certified Financial PlannerTM who has been working at UBS in its
Jennifer M. Pope has worked as a financial advisor at UBS for more than 20 years. After receiving a Bachelor of Arts degree in Accounting and Economics from Albion College, she began her career with Nuveen Investments and then Prudential Securities before joining UBS in late 2003. This is the fourth time Jennifer has been recognized by Forbes. She has previously been recognized on the Forbes America’s Top Women Wealth Advisors list for 2020, the Forbes Best-in-State Women Wealth Advisors list for 2023-2024, and the Forbes Best-in-State Wealth Management Teams list for 2024. Active in her community, Jennifer has volunteered with St. Mary's Foodbank, J. O. Combs Elementary School and Kal Cunningham Charity.
The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over
For the full list and methodology, visit: https://www.forbes.com/sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024/?sh=7587163a4502
Notes to Editors: Photos available upon request
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Source: UBS Wealth Management
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