Lasting relationships

Understanding what matters most to you

Meeting in a office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Swimmer in wet suit

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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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
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    • KY
    • LA
    • MA
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    • UT
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    • VT
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    • WV
    • WY

    Jacqueline Kehoe is Executive Director, Silicon Valley Market Director, for UBS Silicon Valley Private Wealth and 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, 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

          Carrie Scaletta

          Director

          Admin Manager

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          • 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

              Connecting you to the deep resources of UBS

              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

              Texas

              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.

              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

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