Jennifer L. Hoselton, CFP - UBS Financial Services Inc.
Why pick this one
Jennifer L. Hoselton, CFP provides comprehensive financial planning and wealth management from Chapel Hill and holds the Certified Financial Planner® designation.
Best for
- high net worth individuals seeking personalized wealth management
- families needing comprehensive financial planning
- clients planning for retirement
- people navigating major life changes that affect financial goals
- clients located in one of her registered states
Look elsewhere if
- someone needs banking, lending or tax-preparation services rather than financial planning
- someone wants a purely do-it-yourself investment platform
- someone is located outside her listed registered states
Specialties
- comprehensive financial planning
- wealth management for high net worth individuals and families
- goal-oriented financial planning
- retirement plan consulting
Certifications
- Certified Financial Planner® designation
- Series 7 securities license
- Series 63 securities license
- Series 65 securities license
- life insurance license
- long-term care insurance license
- Senior Retirement Plan Consultant
- Executive Certificate in Certified Financial Planning from Duke University
What makes them different
- Works with high net worth individuals and their families
- Registered to provide services in 38 states and the District of Columbia
- Joined UBS in 2009 after beginning her career at Smith Barney in 2000
- Provides customized plans based on clients' priorities, goals, concerns and beliefs
- Named to Forbes Best-in-State Wealth Management Teams for 2024, 2025 and 2026
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 317 W. Barbee Chapel Road, Chapel Hill, NC 27517
- Phone
- 9199182333
- Website
- https://advisors.ubs.com/jenn.hoselton/?utm_sou...
- jenn.hoselton@ubs.com
Services
- financial planning
- wealth management
- retirement planning
- personalized investment planning