Ann Trainor Email & Phone Number

Ann joined UBS in 2010 after more than 10 years as a Financial Advisor at Morgan Stanley Smith Barney and its predecessor firms. Ann works closely with her clients to develop individualized investment portfolios that they are comfortable owning. A strong believer in goal-driven investing, Ann spends a great deal of time with clients developing comprehensive financial plans that address a personalized approach to retirement and education funding, wealth transfer, and achieving their philanthropic goals. Ann is devoted to understanding the specific financial needs of women investors and addressing their concerns surrounding longevity and increased needs for healthcare.Passionate about supporting women and girls in need, Ann served on the Board of the USNC of UN Women as the Chair of the Finance Committee. She has also volunteered her time and energies to support many organizations that strive to empower and educate young people. These groups include the Smith Barney Paul Robeson Mentor Program, the Smith Barney Young Investors Program and the Somerset Hills YMCA Strong Kids campaign. Ann also helped to establish the Citigroup/City Year New York partnership. Ann received her B.S. degree from Cornell University and her M.B.A. from the Stern School of Business at New York University. Ann resides in northern New Jersey with her husband and their two young children./*********/**These 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 http://www.ubs.com/fas-legal for the full disclosure.**