Jane Morgan - UBS Financial Services Inc. is a Philadelphia-based wealth management firm that offers personalized financial planning and wealth management services. With over 35 years of experience, Jane Morgan, Vice President and Senior Portfolio Manager, guides clients through major life events and helps them preserve and pass on their wealth. She holds various securities licenses and specializes in investment advisory services, offering a customized approach that encompasses all aspects of clients' financial lives.
Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Jane Morgan and her team provide expert financial advice and strive to understand what wealth means to each individual client. Their focus on liquidity management and commitment to excellence make them a trusted partner in turning clients' financial visions into realities.
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