Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list

PHOENIX--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Lucovich, and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.

“Our advisors develop comprehensive financial plans and tailored financial solutions to meet clients’ individual needs and goals, leading to strong, lasting relationships,” said Justin Frame, Market Executive for the Pacific Desert Market at UBS Wealth Management USA. “We are proud that these accomplished financial advisors have received this prestigious industry recognition."

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. 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 (2018-2024) and the Forbes Best-in-State Women Wealth Advisors (2020-2025).

Jennifer Loson Lucovich is a Certified Financial Planner^TM who has been working at UBS in its Scottsdale office for almost five years. She began her career in New York after graduating with a Bachelor of Science degree in Finance and Insurance from Northeastern University. Previously, she was employed by BMO Harris Financial Advisors and Morgan Stanley. As a Certified Financial Planner, Jennifer dedicates much of her practice to financial planning for women facing changing life events, such as divorce or loss of a spouse. She is a mother of two young boys and stays busy in her free time volunteering and attending school activities and sports events. This is the second time she has been named to the Forbes Top Women Wealth Advisors Best-In-State list.

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 fifth time Jennifer has been recognized by Forbes. She previously has 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 ninth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 2400 women managing cumulative assets of approximately $3.6 trillion. Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

For the full list and methodology, visit: https://www.forbes.com/lists/best-in-state-women-advisors/

Notes to Editors: Photos available upon request

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

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Source: UBS Wealth Management USA

FAQ

How many UBS financial advisors from Arizona made the Forbes Top Women Wealth Advisors list for 2025?

Three UBS financial advisors from the Scottsdale office made the list: Susan Bailey, Jennifer Lucovich, and Jennifer Pope.

What is the total asset value managed by advisors on the Forbes Top Women Wealth Advisors list?

The Forbes list features 2,400 women advisors managing approximately $3.6 trillion in cumulative assets.

What are Susan Bailey's specializations at UBS Wealth Management?

Susan Bailey specializes in income planning, insurance protection, long-term care, and generational wealth transfer.

How long has Jennifer Pope been working as a financial advisor at UBS?

Jennifer Pope has worked as a financial advisor at UBS for more than 20 years, joining the firm in late 2003.