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Ann Trainor

Vice President - Wealth Management

Ann Trainor is the Senior Vice President of Wealth Management at UBS Financial Services, having joined the firm in 2010 after over a decade as a Financial Advisor at Morgan Stanley. Ann specializes in creating individualized investment portfolios and comprehensive financial plans that focus on goal-driven investing, particularly for women investors. With a commitment to empowering young people, Ann has actively participated in various organizations, including serving as Chair of the Finance Committee for the USNC of UN Women. Ann earned a B.S. from Cornell University and an M.B.A. from NYU Stern School of Business. They reside in northern New Jersey with their family.

Location

Basking Ridge, United States

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