A plan for today, tomorrow and generations to come

Two people beach cleanup

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.

Three generations on beach

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.

  • JK

    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
    • 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. 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.

     Jacqueline began her career in mortgage underwriting and rose to senior management, leading teams in Private Label Securities and later became Senior Operations Consultant for Global Technology and Operations.

     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.

     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
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          Joan Phinney

          Director

          Admin Manager

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          • AK
          • CA
          • CO
          • CT
          • DE
          • GA
          • IA
          • ID
          • IL
          • KS
          • LA
          • MN
          • MO
          • MS
          • NC
          • ND
          • NM
          • NV
          • NY
          • OH
          • RI
          • SC
          • TN
          • VA
          • VI
          • WA
          • WI
          • WV
          • WY

                3001 Douglas Boulevard
                Suite 160
                Roseville, CA 95661
                joni.phinney@ubs.com
                Joan Phinney
                3001 Douglas Boulevard,Roseville,CA,95661
              • Barbara

                Barbara Fain

                Director

                Market Supervisory Officer

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                • CA

                Barbara serves as the Market Supervisory Officer for the San Francisco Market. She has been with UBS since 2004 and has over 16 years of management experience in the financial industry.

                Throughout her financial career she has held various roles including Operations Manager, Administrative Manager, Associate Market Executive and Client Experience Director.  In her current role as Market Supervisory Officer, Barbara is responsible for managing compliance and business risk, as well as implementation and education of firm policies and procedures across the Market. 

                Barbara enjoys spending time with her family, dabbling in DIY projects and gardening. She is a graduate of Sierra College with a degree in Business Administration and General Science. She holds her Series 3, 7, 66, 9 and 10 securities licenses and is Insurance licensed.

                CA Insurance License # 0M28906

                      3001 Douglas Boulevard
                      Suite 160
                      Roseville, CA 95661
                      barbara.fain@ubs.com
                      Barbara Fain
                      3001 Douglas Boulevard,Roseville,CA,95661
                    • SB Photo

                      Sanam Baiani

                      Branch Office Administrator

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                              400 South El Camino Real
                              Suite 900
                              San Mateo, CA 94402
                              sanam.baiani@ubs.com
                              Sanam Baiani
                              400 South El Camino Real,San Mateo,CA,94402
                            Three generations in apple orchard

                            Turn possibilities into a plan

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                            A leading global wealth manager

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                            Managing wealth in a changing world

                            Geopolitics, trade and your portfolio

                            In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

                            Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

                            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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