• UBS

Jennifer Lan

Executive Director, Senior Wealth Strategist

Jennifer Lan is an experienced estate planning attorney with a robust background that includes positions with prominent law firms and financial institutions. Having served as Counsel at Haynes and Boone, LLP and currently as Counsel at Troutman Pepper Locke LLP, Jennifer focuses on estate and trust planning, transfer tax planning, and asset protection for ultra-high net worth clients. Jennifer’s educational credentials include a B.S. in Economics from Duke University and a J.D. from Southern Methodist University Dedman School of Law. Earlier in their career, Jennifer worked with UBS as a Director and Senior Wealth Strategist, contributing to comprehensive financial planning and sophisticated advisory services.

Location

Dallas, United States

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