UBS Advisor Jessica Guo Named to Working Mother Magazine's List of Top Wealth Advisor Moms
October 27 2020 - 9:05AM
Business Wire
UBS Wealth Management USA announced today that Jessica Guo,
Managing Director and Financial Advisor with The Guo Group in
Wellesley has been named to Working Mother and SHOOK Research’s
list of Top Wealth Advisor Moms, for 2020.
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Recognition of an exceptional career in
Financial Services (Photo: Business Wire)
“We are extremely proud of Jessica for representing UBS on this
prestigious list,” said Brittany Manganaro, Branch Manager of the
Wellesley office at UBS Wealth Management, “Jessica has achieved an
incredible level of success as a Financial Advisor through her
dedication, focus, and commitment to her clients, her family, and
her community.”
Jessica has over 28 years of experience in the industry across
both Asia and the United States. Passionate about giving back to
her community, Jessica is active in several local non-profit
organizations. She serves on the Board of Overseers at the Boston
Children's Museum, The Windsor School Corporation, as well as on
the Advisory Board at the Wellesley Chinese Language School.
Jessica holds the designations of CERTIFIED FINANCIAL PLANNER™
(CFP®), Certified Investment Management Analyst® (CIMA®), Chartered
Retirement Planning Counselor SM (CRPC®) as well as Certified
Private Wealth Advisor (CPWA®). She received her MBA from Boston
College and her undergraduate degree from Shanghai International
Studies University. She is fluent in Mandarin, Cantonese, and
Shanghai Dialect.
SHOOK Research considered wealth advisors who are mothers with
at least one child living at home under the age of 21. Ranking
algorithm is based on qualitative measures derived from telephone
and in-person interviews and surveys and quantitative criteria,
such as assets under management and revenue generated for their
firms. Rankings are based on the opinions of SHOOK Research, LLC
and not indicative of future performance or representative of any
one client's experience. Neither SHOOK nor Working Mother receive
compensation from the advisors or their firms in exchange for
placement on a ranking.
For the full list and further information visit:
https://www.workingmother.com/top-wealth-advisor-moms-2020.
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 2020. 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.
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Media Contact: Kearney Dewing Prosek Partners
857-302-3647 https://www.ubs.com
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