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.

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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

Executive Director

Market Director
View bio
Jacqueline Kehoe is Executive Director, Silicon Valley Market Director, for UBS' Silicon Valley Wealth Management. 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.

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
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- GA
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- IA
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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

Jacqueline Kehoe

Executive Director

Market Director
View bio
Jacqueline Kehoe is Executive Director, Silicon Valley Market Director, for UBS' Silicon Valley Wealth Management. 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.

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
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

Texas flood relief

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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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

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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