Stan Jacobs is a Financial Advisor with nearly 30 years of experience in the financial services industry, currently serving as Managing Director-Wealth Management at UBS Financial Services Inc since 2009. Having earned accolades as one of Barron’s America’s top 1200 Advisors for the past eight years and as a member of the UBS Pinnacle Council since 2019, Stan focuses on pre- and post-retirement planning while valuing the trust clients place in them. Prior to joining UBS, Stan was a Senior Vice President at Morgan Stanley from 1991 to 2009. Stan holds a degree from the Wharton School of the University of Pennsylvania, completing studies there from 1998 to 1999. Outside of work, Stan enjoys spending time with family and engaging in outdoor activities such as golfing, skiing, and hiking.
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