Your future. Your legacy.

How can we help bring your vision to life?

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jacqueline Kehoe headshot

    Jacqueline Kehoe

    Executive Director

    Market Director

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      Jacqueline Kehoe joins UBS as the Silicon Valley Market Director, bringing over 20 years of experience in financial services.

      Most recently, Jacqueline was the Associate Market Manager at Morgan Stanley for the South Bay Market. Prior to that, she spent 16 years at Merrill Lynch, where she was Director, Senior Market Supervision Manager for the Silicon Valley Market, overseeing risk and business initiatives across three Bay Area markets.

       

      Before transitioning to Wealth Management, Jacqueline held several leadership roles in home office. She began her career in mortgage underwriting and rose to senior management, leading investor negotiation teams in Private Label Securities during the financial crisis. She later served as a Senior Operations Consultant in the Global Technology and Operations division.

      Jacqueline holds FINRA Series 7, 66, 9, 10, and 3 licenses. She earned her Bachelor's degree from UCLA, graduating with cum laude honors, and holds an MBA degree from San Jose State University.

       

      Based in Santa Clara, Jacqueline lives with her husband and their mini Australian Shepherd, America. She enjoys spending time outdoors and cheering on the San Francisco 49ers.

            305 Lytton Ave
            Palo Alto, CA 94301
            jacqueline.kehoe@ubs.com
            Jacqueline Kehoe
            305 Lytton Ave,Palo Alto,CA,94301
          • Carrie Scaletta

            Carrie Scaletta

            Director

            Admin Manager

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                  355 Santana Row
                  Suite 2050
                  San Jose, CA 95128
                  carrie.scaletta@ubs.com
                  Carrie Scaletta
                  355 Santana Row,San Jose,CA,95128

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                A leading global wealth manager

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                From success to succession

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                Support and resources

                Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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