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Noah L

Series 63, Series 65

Ketchum, ID

UBS Financial Services

Noah Levine is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Mr. Levine serves on the board of the Sahm Family Foundation and is chair of the finance committee for the Park City Historical Society and Museum. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and asset allocation models.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kristin H

Series 63, Series 65

Ketchum, ID

UBS Financial Services

Kristin Hovencamp is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at Raymond James Financial, Kelson Capital, and GAM Services, Inc. She serves on the boards of Mountain Humane, where she co-chairs the annual fundraising gala, and the Sun Valley Culinary Institute, where she leads the event committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Scott D

Series 63, Series 65

Ketchum, ID

UBS Financial Services

Scott Dali is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Jenni R

Series 66

Ketchum, ID

UBS Financial Services

Jenni Riley is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Hazlett Wealth Management and Ketchum Ventures, LLC. Outside of her advisory work, she is an officer for the Vickie Bennett Memorial Scholarship Fund, which awards an annual scholarship to a rural student pursuing a career in health care, and serves as co-trustee of a family homestead trust managing farm operations and estate matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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