A plan for today, tomorrow and generations to come

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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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

Executive Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jacqueline Kehoe is Executive Director, Silicon Valley Market Director for UBS Silicon Valley Private Wealth and Wealth Management, leading the Palo Alto, San Jose, and Los Gatos offices. Jacqueline brings over 20 years of experience in financial services.

Prior to joining UBS, 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, and Private Wealth Supervision Manager for San Francisco Private Wealth.

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 teams in Private Label Securities. She later became 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.

A Bay Area native, Jacqueline and her husband enjoy spending time outdoors with their mini Australian Shepherd, 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

Director

Admin Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Carrie Scaletta, an Administrative Officer at UBS Financial Services, where I provide administrative support and manage a team of support staff. I see my role not just as a leader, but as a coach and partner—someone who encourages collaboration, boosts productivity, and helps foster a sense of pride in the workplace. I’m responsible for educating team members on administrative policies and procedures, ensuring that everyone is aligned and empowered to do their best work. I bring a positive attitude and tireless energy to everything I do, and I strive to motivate those around me to work hard and succeed. With over 20 years of experience in the financial services industry, I’ve developed a deep understanding of what it takes to keep operations running smoothly and teams working effectively. Outside of work, I enjoy spending time with my husband, Anthony, and our dog, Copper. We love visiting Disney and taking walks together—it’s how I recharge and stay inspired.
355 Santana Row
Suite 2050
San Jose, CA 95128

carrie.scaletta@ubs.com

Carrie Scaletta

355 Santana Row,San Jose,CA,95128

Jacqueline Kehoe

Executive Director

Market Director
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Jacqueline Kehoe is Executive Director, Silicon Valley Market Director for UBS Silicon Valley Private Wealth and Wealth Management, leading the Palo Alto, San Jose, and Los Gatos offices. Jacqueline brings over 20 years of experience in financial services.

Prior to joining UBS, 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, and Private Wealth Supervision Manager for San Francisco Private Wealth.

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 teams in Private Label Securities. She later became 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.

A Bay Area native, Jacqueline and her husband enjoy spending time outdoors with their mini Australian Shepherd, 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

Director

Admin Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Carrie Scaletta, an Administrative Officer at UBS Financial Services, where I provide administrative support and manage a team of support staff. I see my role not just as a leader, but as a coach and partner—someone who encourages collaboration, boosts productivity, and helps foster a sense of pride in the workplace. I’m responsible for educating team members on administrative policies and procedures, ensuring that everyone is aligned and empowered to do their best work. I bring a positive attitude and tireless energy to everything I do, and I strive to motivate those around me to work hard and succeed. With over 20 years of experience in the financial services industry, I’ve developed a deep understanding of what it takes to keep operations running smoothly and teams working effectively. Outside of work, I enjoy spending time with my husband, Anthony, and our dog, Copper. We love visiting Disney and taking walks together—it’s how I recharge and stay inspired.
355 Santana Row
Suite 2050
San Jose, CA 95128

carrie.scaletta@ubs.com

Carrie Scaletta

355 Santana Row,San Jose,CA,95128

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A plan for today, tomorrow and generations to come

How UBS empowers our financial advisors

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