Five UBS Financial Advisors in Arizona Named to Forbes Top Women Wealth Advisors List

The UBS advisors were recognized for their commitment to providing thoughtful financial guidance to clients.

Apr. 13, 2026 at 4:39pm

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UBS Wealth Management US announced that five financial advisors based in Arizona have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list. The advisors recognized are Susan Bailey, Jennifer Loson Lucovich, Jessica Wert, Katrina Hanks, and Jennifer Pope, all of whom are part of UBS's Pacific Desert Market.

Why it matters

This recognition highlights the expertise and dedication of these UBS financial advisors in helping their clients achieve their financial goals. It also underscores the firm's commitment to supporting and promoting women in the wealth management industry.

The details

The Forbes rankings were compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank candidates nominated by their firms. The list features more than 2,800 women across the country who collectively manage nearly $4 trillion in assets.

  • The Forbes 2026 Top Women Wealth Advisors Best-In-State list was recently announced on April 13, 2026.

The players

Susan Bailey

A financial advisor based in Scottsdale, Arizona, who was named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.

Jennifer Loson Lucovich

A financial advisor based in Scottsdale, Arizona, who was named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.

Jessica Wert

A financial advisor based in Phoenix, Arizona, who was named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.

Katrina Hanks

A financial advisor based in Phoenix, Arizona, who was named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.

Jennifer Pope

A financial advisor based in Phoenix, Arizona, who was named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.

Ryan Lurie

The Market Director at UBS who congratulated the advisors on their recognition.

UBS Wealth Management US

The firm that announced the five Arizona-based financial advisors were named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.

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What they’re saying

“This recognition underscores these financial advisors' longstanding commitment to providing thoughtful, forward-looking counsel to help guide clients toward their financial life goals. We are delighted to congratulate them on this honor.”

— Ryan Lurie, Market Director at UBS

The takeaway

The recognition of these five UBS financial advisors in Arizona highlights the firm's commitment to supporting and promoting women in the wealth management industry. It also underscores the expertise and dedication of these advisors in helping their clients achieve their financial goals.