Jill Faherty Lloyd

Background

About Jill Faherty Lloyd

My mission is to inspire women to create more agency with their wealth - to use their money wisely and in a manner that reflects their values. Today a remarkable transfer of wealth is taking place. By 2030, an estimated $28 Trillion (two-thirds of net investable assets) will be in the hands of women - the result of their own wealth generation and a double-inheritance windfall from their parents and spouses. Never before have women possessed so much power to influence the shape of the future they want to have. I help women build a strong relationship with their money. Through education, financial planning, socially responsible investing, tax-efficient philanthropic giving, pre-transaction planning, we'll co-create a roadmap leading toward your vision of desired outcomes, with the flexibility to handle unexpected bumps along the way. Collaboration has been a driving force throughout my career. As your trusted advisor and partner, I will meet you where you are to facilitate a relationship built upon mutual respect and integrity. Join me in leveraging our wealth and the power it yields -in meaningful 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.**