Two UBS advisors in Boston and Stamford named to the Working Mother/SHOOK Research Top Wealth Advisor Moms List
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
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's
Carroll 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.
For the full list and further information visit:
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 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
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).
© UBS 2021. 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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