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Michael K

Series 63, Series 66

Livingston, NJ

UBS Financial Services

Michael Kahn is a financial advisor with UBS Financial Services in Livingston, NJ, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with UBS since 2012. Kahn serves on the board of directors for the New Jersey Commercial Real Estate Alliance, a networking association focused on real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking solutions.

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

Series 66

Livingston, NJ

UBS Financial Services

Jessica Lite is a financial advisor with UBS Financial Services in Livingston, NJ, holding a Series 66 designation and 13 years of industry experience. She has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

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