Stan Jacobs

Stan Jacobs Email and Phone Number

Managing Director-Wealth Management @ UBS Financial Services Inc
Oak Ridge, TN, US
Stan Jacobs's Location
Oak Ridge, Tennessee, United States, United States
Stan Jacobs's Contact Details

Stan Jacobs work email

Stan Jacobs personal email

n/a
About Stan Jacobs

I enjoy developing close relationships with clients and assisting them to achieve their goals and dreams, primarily focusing on pre- and post- retirement planning. Above all else, I value the trust my clients place in me and my team. Our team based process involves asking questions, listening intently, and developing a tailored financial plan that adheres to your specific goals.Having nearly 30 years of experience in the financial services industry, I am ready to assist you with your financial endeavors.Outside the office, I enjoy spending time with my wife Jackie and our three sons and two daughter-in-laws: Ryan, Connor, and his wife Abby, and Kyle and his wife Monica. I also enjoy golfing, skiing, and hiking. If you’re interested in learning how my team and I can assist you in achieving your financial goals, please feel free to call 865-483-5636 or email stan.jacobs@ubs.com/*********/**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.**

Stan Jacobs's Current Company Details
UBS Financial Services Inc

Ubs Financial Services Inc

View
Managing Director-Wealth Management
Oak Ridge, TN, US
Website:
ubs.com
Employees:
81377
Stan Jacobs Work Experience Details
  • Ubs Financial Services Inc
    Managing Director-Wealth Management
    Ubs Financial Services Inc
    Oak Ridge, Tn, Us
  • Ubs Financial Services Inc
    Managing Director-Wealth Management
    Ubs Financial Services Inc Jan 2009 - Present
  • Morgan Stanley
    Senior Vice President
    Morgan Stanley Oct 1991 - Jan 2009
    Knoxville

Stan Jacobs Skills

Wealth Management Equities Retirement Planning Finance Risk Management Problem Solving Finra Series 7 Finra Series 31 Finra Series 63 Finra Series 65 Market Research Customer Service Networking Fixed Income Financial Analysis

Stan Jacobs Education Details

Frequently Asked Questions about Stan Jacobs

What company does Stan Jacobs work for?

Stan Jacobs works for Ubs Financial Services Inc

What is Stan Jacobs's role at the current company?

Stan Jacobs's current role is Managing Director-Wealth Management.

What is Stan Jacobs's email address?

Stan Jacobs's email address is st****@****ubs.com

What schools did Stan Jacobs attend?

Stan Jacobs attended Wharton School Of The University Of Pennsylvania, Penn State University.

What skills is Stan Jacobs known for?

Stan Jacobs has skills like Wealth Management, Equities, Retirement Planning, Finance, Risk Management, Problem Solving, Finra Series 7, Finra Series 31, Finra Series 63, Finra Series 65, Market Research, Customer Service.

Who are Stan Jacobs's colleagues?

Stan Jacobs's colleagues are Cameron Lowe, Joseph P. Drier Iii, Cepa, Cfp, Cpwa, Philipp Beck, Jensen Moock, Robert Wright, Monika Sikorska, René Steiner.

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