EP 30: JILL FAHERTY LLOYD
Jill Faherty Lloyd is a leader in the women’s wealth space dedicated to helping women build a strong relationship with their wealth. By 2030, an estimated $28 Trillion (two-thirds of US net investable assets) will be directed by women- the result of their own wealth generation and a double inheritance windfall from their parents and spouses.
As a Financial Advisor and Partner at The Shantz Mantione group at UBS, Jill utilizes goals based financial planning, sustainable investing, philanthropic giving, pre-transaction planning, and financial education, to help her clients create a roadmap leading toward their vision of desired outcomes. With decades of experience in the financial services industry, Jill brings perspective, clarity, and a hands-on problem- solving approach to her clients each day. Not only is she a patient listener, but also a passionate doer who gets things done and done right.
Jill is a frequent contributor to media outlets such as Bloomberg, New York Times, Fox Business
News, and a sought-after speaker at conferences. Prior to joining UBS, she was a Managing Director and Financial Advisor at Evercore Wealth Management where she created the firm’s Wise Women investor program.
UBS Shantz Mantione Group has been providing generations of families with thoughtful, proven and highly customized private wealth solutions and professional investment guidance in diverse market conditions for more than twenty five years.
Our “goals-based” process helps our clients clarify their current financial situation, identify challenges and create a comprehensive strategy. We collaborate with our clients’ other trusted advisors as well as our network of professionals, leading the effort to develop one integrated approach.
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