Jessica Wert, who is a native of Mesa, AZ and a Financial Advisor with Wert Wealth Management at UBS in Phoenix, was recently recognized on the 2026 Forbes Top Women Wealth Advisors Best-In-State list. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

She prioritizes client service and relationships, and is focused on advising clients on social security strategies, college savings while providing a comprehensive wealth management plan.

“Jessica is dedicated to her clients and committed to helping them develop strategies to achieve their financial life goals,” said Ryan Lurie, Market Director at UBS.

To schedule a consultation with Jessica, visit https://advisors.ubs.com/wertwealthmanagement, email jessica.wert@ubs.com or call (480) 443-5454

Jessica Wert is a Financial Advisor with UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC in Phoenix, AZ. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc. For more information on third party rating methodologies, please visit https://www.ubs.com/us/en/designation-disclosures.html.

For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services Inc., Member FINRA/SIPC