Jacqueline Willens

Jacqueline Willens

Formal First Name

Jacqueline Willens is a Managing Director, Financial Advisor, and proud leader of The Willens Group at UBS Financial Services. She taught in various schools during the 1970s, and later on started her career in Wall Street as a licensed auctioneer. With over 35 years of experience in the financial services industry, 31 years being at UBS, Jacqueline has been named to the firm's prestigious Chairman's Council, and recognized as one of the most outstanding women financial advisors by major industry publications. In addition to her corporate responsibilities, Jacqueline is also an active benefactor of a number of charitable, civic and educational causes.

Professional Experience

Academic History

Awards and Recognitions

  • Barron’s Hall of Fame Advisors, 2019
  • Barron's Top Advisor Teams, in 2013
  • Barron's Top 100 Women Financial Advisor's List, from 2007–2020
  • Barron's Top 1,000 Advisors, from 2009–2013
  • Barron's Top 1,200 Advisors, from 2014–2020
  • Forbes America's Top Women Advisors, 2017–2020
  • Forbes Best-In-State Wealth Advisors, 2018–2020
  • Forbes/SHOOK America's Top Wealth Advisors, 2016–2018


  • Series 5, Series 63, Series 65, Series 66, Series 7

Community Involvement