Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list
UBS Wealth Management USA announced that three financial advisors from their Scottsdale office - Susan Bailey, Jennifer Lucovich, and Jennifer Pope - have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.
Bailey, leading Bailey Wealth Management at UBS, specializes in income planning, insurance protection, and generational wealth transfer. Lucovich, a Certified Financial Planner™, focuses on financial planning for women facing life changes. Pope, with over 20 years at UBS, has received multiple Forbes recognitions.
This recognition is part of Forbes' ninth annual ranking, featuring 2,400 women advisors managing approximately $3.6 trillion in cumulative assets. The list is compiled by SHOOK Research using quantitative and qualitative data, including interviews.
UBS Wealth Management USA ha annunciato che tre consulenti finanziari del loro ufficio di Scottsdale - Susan Bailey, Jennifer Lucovich e Jennifer Pope - sono stati inseriti nella lista Forbes delle migliori consulenti finanziarie donne per stato per il 2025.
Bailey, alla guida di Bailey Wealth Management presso UBS, si specializza nella pianificazione del reddito, nella protezione assicurativa e nel trasferimento di ricchezze generazionali. Lucovich, un Certified Financial Planner™, si concentra sulla pianificazione finanziaria per le donne che affrontano cambiamenti nella vita. Pope, con oltre 20 anni in UBS, ha ricevuto numerosi riconoscimenti da Forbes.
Questo riconoscimento fa parte della nona classifica annuale di Forbes, che presenta 2.400 consulenti donne che gestiscono circa $3,6 trilioni in attivi cumulativi. La lista è compilata da SHOOK Research utilizzando dati quantitativi e qualitativi, comprese interviste.
UBS Wealth Management USA anunció que tres asesores financieros de su oficina en Scottsdale - Susan Bailey, Jennifer Lucovich y Jennifer Pope - han sido nombrados en la lista Forbes de las Mejores Asesoras Financieras por Estado para 2025.
Bailey, que lidera Bailey Wealth Management en UBS, se especializa en planificación de ingresos, protección de seguros y transferencia de riqueza generacional. Lucovich, una Certified Financial Planner™, se enfoca en la planificación financiera para mujeres que enfrentan cambios en la vida. Pope, con más de 20 años en UBS, ha recibido múltiples reconocimientos de Forbes.
Este reconocimiento es parte de la novena clasificación anual de Forbes, que presenta a 2,400 asesoras que gestionan aproximadamente $3.6 billones en activos acumulados. La lista es compilada por SHOOK Research utilizando datos cuantitativos y cualitativos, incluidas entrevistas.
UBS Wealth Management USA는 스코츠데일 사무소의 세 명의 재무 상담사 - Susan Bailey, Jennifer Lucovich, Jennifer Pope -가 2025년 주별 포브스 최고의 여성 재무 상담사 목록에 이름을 올렸다고 발표했습니다.
Bailey는 UBS의 Bailey Wealth Management를 이끌며, 소득 계획, 보험 보호 및 세대 간 자산 이전을 전문으로 합니다. Lucovich는 공인 재무 계획사(Certified Financial Planner™)로서 인생의 변화에 직면한 여성들을 위한 재무 계획에 집중합니다. Pope는 UBS에서 20년 이상의 경력을 가지고 있으며, 여러 차례 포브스의 인정을 받았습니다.
이 인정은 2,400명의 여성 상담사가 약 $3.6조의 누적 자산을 관리하는 포브스의 아홉 번째 연례 순위의 일환입니다. 이 목록은 인터뷰를 포함한 정량적 및 정성적 데이터를 사용하여 SHOOK Research에 의해 작성되었습니다.
UBS Wealth Management USA a annoncé que trois conseillères financières de son bureau de Scottsdale - Susan Bailey, Jennifer Lucovich et Jennifer Pope - ont été nommées dans la liste Forbes des meilleures conseillères en gestion de patrimoine par État pour 2025.
Bailey, à la tête de Bailey Wealth Management chez UBS, se spécialise dans la planification des revenus, la protection par assurance et le transfert de patrimoine entre générations. Lucovich, une Certified Financial Planner™, se concentre sur la planification financière pour les femmes confrontées à des changements de vie. Pope, avec plus de 20 ans d'expérience chez UBS, a reçu de nombreuses distinctions de Forbes.
Cette reconnaissance fait partie du neuvième classement annuel de Forbes, qui présente 2 400 conseillères gérant environ $3,6 billions d'actifs cumulés. La liste est compilée par SHOOK Research en utilisant des données quantitatives et qualitatives, y compris des interviews.
UBS Wealth Management USA gab bekannt, dass drei Finanzberaterinnen aus ihrem Büro in Scottsdale - Susan Bailey, Jennifer Lucovich und Jennifer Pope - in die Forbes-Liste der besten weiblichen Vermögensberaterinnen des Bundesstaates für 2025 aufgenommen wurden.
Bailey, die Bailey Wealth Management bei UBS leitet, ist auf Einkommensplanung, Versicherungsschutz und den Transfer von Vermögen über Generationen spezialisiert. Lucovich, eine Certified Financial Planner™, konzentriert sich auf die Finanzplanung für Frauen, die Lebensveränderungen durchlaufen. Pope, die über 20 Jahre bei UBS tätig ist, hat mehrere Auszeichnungen von Forbes erhalten.
Diese Anerkennung ist Teil der neunten jährlichen Rangliste von Forbes, die 2.400 weibliche Beraterinnen umfasst, die insgesamt etwa $3,6 Billionen an verwaltetem Vermögen betreuen. Die Liste wird von SHOOK Research anhand quantitativer und qualitativer Daten, einschließlich Interviews, erstellt.
- Recognition of three top advisors strengthens UBS's market position in Arizona
- Demonstrates strong wealth management capabilities with $3.6 trillion in total assets under management across listed advisors
- None.
“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
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 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 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
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
© 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
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