Top Financial Advisors in Scottsdale Recognized by Forbes

News Summary

UBS Wealth Management USA proudly announces that three financial advisors from their Scottsdale office have made it to Forbes’ prestigious Top Women Wealth Advisors Best-In-State list for 2025. Susan Bailey, Jennifer Lucovich, and Jennifer Pope have demonstrated exceptional commitment to their clients by creating comprehensive financial plans and are dedicated to financial education. This recognition highlights the growing influence of female financial advisors in the industry and underscores Scottsdale’s role in shaping the future of finance.

Scottsdale Financial Advisors Shine Bright on Forbes List

In the sunny city of Scottsdale, Arizona, financial advisors are making big waves, and not just in boardrooms but also in the hearts of their clients. UBS Wealth Management USA is thrilled to announce that three talented advisors from their Scottsdale office have secured spots on the prestigious Forbes’ Top Women Wealth Advisors Best-In-State list for 2025. These outstanding advisors are none other than Susan Bailey, Jennifer Lucovich, and Jennifer Pope, and they are definitely worth celebrating!

A Commitment to Financial Wellness

Justin Frame, who is the Market Executive for the Pacific Desert Market at UBS, shared his praise for these amazing women. He highlighted how they go above and beyond to create comprehensive financial plans that don’t just look good on paper but truly work for their clients. Building strong relationships is key, and these advisors have certainly mastered that art.

Meet Susan Bailey

Let’s start with the illustrious Susan Marie Bailey, who is the lead financial advisor for Bailey Wealth Management at UBS. Her passion lies in areas like income planning, insurance protection, long-term care, and generational wealth transfer. Susan is not just your typical financial advisor; she’s also a fierce advocate for financial education, especially for women. How inspiring is that?

With a track record of accolades, Susan has made her mark in the industry. She has been recognized multiple times, appearing on the Barron’s Top 1,000 Financial Advisors, and the Forbes America’s Top Women Wealth Advisors list from 2018 to 2021. In fact, her recognition continues with the Forbes Best-in-State Women Wealth Advisors ranking for 2025.

Introducing Jennifer Lucovich

Next up is Jennifer Loson Lucovich, a Certified Financial Planner™ who brings nearly five years of experience at UBS under her belt. Jennifer focuses her practice on helping women navigate crucial life transitions such as divorce. Education is at the forefront here too, as she holds a Bachelor of Science degree in Finance and Insurance from Northeastern University.

This remarkable advisor is also making strides in her community, engaging in various volunteer efforts and school activities. After receiving recognition previously, it’s fantastic to see that Jennifer has made it again to the Forbes Top Women Wealth Advisors Best-In-State list!

Lastly, Meet Jennifer Pope

Last but definitely not least, we have Jennifer M. Pope. With over 20 years of experience at UBS, she began her journey in the world of finance with Nuveen Investments and Prudential Securities before making her way to UBS in late 2003. Armed with a Bachelor of Arts in Accounting and Economics from Albion College, she’s not just knowledgeable; she’s also well-regarded amongst her peers and clients.

Jennifer has garnered numerous accolades, including being named on the Forbes America’s Top Women Wealth Advisors list in 2020, and being recognized for Best-in-State Women Wealth Advisors in 2023-2024. When she’s not busy advising her clients, Jennifer volunteers her time with St. Mary’s Foodbank, J. O. Combs Elementary School, and Kal Cunningham Charity. She truly embodies the spirit of community service!

Celebrating Excellence

Forbes and SHOOK Research have compiled a rich list featuring around 2,400 amazing women in finance who together manage approximately $3.6 trillion in assets. The careful selection process involves thorough qualitative and quantitative evaluation, ensuring that only the top talent is recognized. If you’re interested in seeing the complete list or learning more about their methodology, you can check out Forbes’ website.

With these wonderful women leading the way, it’s clear that Scottsdale’s financial future is in capable hands! Let’s keep an eye on what these inspiring advisors will achieve next!

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