Terri Jacobsen

Terri Jacobsen

Formal First Name
Teresa (Terri)

Teresa Jacobsen, Managing Director and Senior Vice President of Investments at UBS, is a CPA with a high level understanding of ownership structure, closely held businesses and tax planning. Accredited as a CPWASM in 2006, Terri delivers her recommendations utilizing a full range of wealth management and private banking services, as well as investment banking products. She started her career as a Certified Public Accountant at KPMG, later on delivering tax planning for wealthy clients at US Trust, before transitioning to an investment management role at UBS in 1999. As a Certified Retirement Specialist with over 25 years of financial services experience, Terri has lectured on a variety of tax topics and has authored numerous tax articles. In addition to her financial career, she is extremely passionate about the humane treatment of animals and works closely with the German Shepherd Animal Rescue of New England, among other community organizations she serves and supports.

Professional Experience

Academic History

Awards and Recognitions

  • Barron's Hall of Fame
  • Barron's Top 1,200 Financial Advisors, 2014–2020
  • Barron's Top 100 Women Financial Advisors, 2007–2020
  • Barron's Top 1,000 Financial Advisors, 2009–2013
  • Forbes America's Top Wealth Advisors, 2018–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Forbes Top Women Advisors, 2017–2020
  • Working Mother Magazine Top Wealth Advisor Moms, 2017–2018
  • Financial Times Top 400 Financial Advisors, 2014, 2017–2019

Community Involvement

  • German Shepherd Animal Rescue of New England
  • Stamford Hospital Foundation
  • Twin Meadows