Jack Healy
Wealth Strategy Associate at Ubs
Based in Minneapolis, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Minneapolis
Industry
Financial Services
Company size
118K
Contact information
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j•••••••@ubs.com
Phone
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Background
About Jack Healy
My team and I provide comprehensive wealth management services, including retirement planning, investment management, estate planning, and risk management. We believe that tailored investment advice can only be provided after we have a full understanding of our individual clients' unique goals and needs. Whether you are an entrepreneur preparing to exit a business, a high-net-worth individual looking to pass down wealth to future generations, or a corporate executive with a stock compensation plan, we will help you on your financial journey every step of the way. I started my professional career with UBS in 2017, after graduating from the University of Wisconsin-Whitewater, receiving a degree in are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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