Jessica Lynne Kartzinel

First Vice President–Wealth Management

UBS

Henderson, Nevada

Jessica Lynne Kartzinel

Jessica Lynne Kartzinel's Bio

Jessica Lynne Kartzinel is a distinguished First Vice President–Wealth Management and Wealth Advisor with over three decades of experience in financial services. Based in Henderson, Nevada, she offers comprehensive wealth management solutions tailored for families, small-business owners, and individual clients. Her expertise spans estate planning, retirement strategies, college savings, and philanthropic endeavors, underpinned by a profound understanding of the unique financial challenges faced by physicians’ families, thanks to her insights from her husband, David, an OB/GYN.

Jessica is a respected authority in investment management, holding several critical certifications including the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®). Her academic credentials boast an Executive’s Certificate from the Wharton School of Business and a B.A. in Psychology from the University of California, Santa Barbara.

Throughout her career, Jessica has been recognized for her exceptional contributions to the financial industry and her community. Her accolades include multiple listings in Forbes America’s Top Women Wealth Advisors and Best-in-State Wealth Advisors, reflecting her commitment to excellence and client satisfaction. Jessica also holds the distinction of being honored with the Philanthropist of the Month by Moonridge Group/Luxury Las Vegas Magazine and has received several awards from UBS for her outstanding service and volunteerism.

Deeply committed to her community, Jessica has served in various leadership roles, including past president of the Clark County Medical Society Alliance and board member of the Nevada Community Foundation. Her volunteer work is dedicated to advancing healthcare and supporting educational and economic empowerment initiatives across Nevada.

Jessica Lynne Kartzinel's Career Background

UBS

First Vice President–Wealth Management, Financial Advisor
December 2008 – Current
Henderson, Nevada

UBS, a global leader in financial services, partners with individuals, families, institutions, and corporations worldwide to navigate life’s financial questions through its comprehensive range of services including wealth management, investment banking, and asset management. With a history dating back to 1862 and a team of over 80,000 professionals in more than 50 countries, UBS is committed to fostering a culture of growth and innovation, continuously recognized for its dedication to team collaboration and excellence in the financial sector.

Morgan Stanley Wealth Management

Vice President
February 1997 – December 2008
Las Vegas, Nevada

Morgan Stanley Wealth Management is a global leader in wealth management services, providing a wide array of financial planning, investment strategies, and asset management solutions to individuals, families, and institutions. With a deep commitment to client-focused innovation and a robust team of experts, they empower clients to navigate complex financial landscapes with confidence and precision.

Dean Witter Reynolds Inc.

Vice President
March 1996 – May 2001
Las Vegas, Nevada

Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company’s acquisition by Morgan Stanley, it was among the largest firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange

Jessica Lynne Kartzinel's Media

Jessica Lynne Kartzinel's Education

University of California, Santa Barbara

Santa Barbara, California
Bachelor of Arts
Psychology
1990-1994

Wharton School of Business, University of Pennsylvania

Philadelphia, PA, USA
Executive Education
Certified Investment Management Analyst
2006

In the Community

Forbes America’s Top Women Wealth Advisors, 2020, 2021

The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Forbes Best-in-State Wealth Management Teams, 2023, 2024

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024

The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021

The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.