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'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: https://www.workingmother.com/2021-wkm-top-wealth-advisor-moms.
Notes to Editors
About UBS Global Wealth Management
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