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Two UBS advisors in Boston and Stamford named to the Working Mother/SHOOK Research Top Wealth Advisor Moms List
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UBS Private Wealth Management announced that two of its Private Wealth Advisors, Andrea Bevis and Teresa Jacobsen, have been named to the 2021 Working Mother/SHOOK Research Top Wealth Advisor Moms list. Bevis, based in Boston, has been with UBS since 2015 and is a recognized industry leader. Jacobsen, in Stamford, has over 25 years of experience and has received multiple accolades, including Barron's Hall of Fame recognition. The list highlights successful mothers in financial advising, expanding to 500 advisors this year.
Positive
Recognition of Andrea Bevis and Teresa Jacobsen enhances UBS's reputation in the wealth management sector.
Demonstrates UBS's commitment to diversity and supporting successful women in financial advising.
Negative
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PHILADELPHIA--(BUSINESS WIRE)--
UBS Private Wealth Management today announced that two Private Wealth Advisors in the firm’s Northeast market have been named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list for 2021. The advisors are Andrea Bevis, based in Boston, Massachusetts (MA) and Teresa Jacobsen, based in Stamford, Connecticut (CT).
"Andrea and Teresa are dedicated parents and Financial Advisors. I am extremely proud of their recognition by Working Mother, especially during a year of unprecedented change both at home and at work," said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, I want to congratulate Andrea and Teresa on this accomplishment.”
Andrea joined UBS Private Wealth Management in 2015. Since 2003, she has helped affluent families and entrepreneurs succeed financially by providing tailored advice, strategies, planning, and investment solutions. In the past, Andrea has been recognized nationally as an industry leader by Forbes/SHOOK as both a Best-In-State Wealth Advisor and a Top Next-Generation Wealth Advisor. She was previously named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list in 2020. Andrea earned her B.S. in Finance and dual M.B.A./M.S.F. from Boston College'sCarroll School of Management.
Teresa joined UBS in 1999 and has over 25 years of experience in the financial services industry. Recently, she earned the Barron's Hall of Fame recognition, which highlights 10 or more years of being ranked in one of Barron's Top 100 rankings. Teresa is currently a Barron's Top 1,200 Advisor for the state of Connecticut was previously named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list in 2019. Teresa has the Certified Retirement Specialist designation and prior to joining UBS, held roles at U.S. Trust, Pfizer, Inc. and KPMG. She earned her MBA degree from Pace University.
The fifth annual Working Mother Magazine/SHOOK Research list of Top Wealth Advisor Moms has expanded to feature 500 of the most successful mothers working in financial advising today. The women advisors named to the list all have a child aged 21 or younger still living at home.
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.
About UBS
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).
