Jennefer Bartholomew is a financial advisor with The Sofranko Group at UBS Financial Services Inc. in Sewickley, PA. With over five years of experience in banking and over 15 years in the legal industry, Jennefer specializes in business transition and exit planning, providing targeted advice and insights to help clients maximize the value of their businesses and plan for their next ventures.
Working alongside Jay Sofranko, a managing director and wealth management financial advisor, and supported by a team of professionals, including James Marnell and Jacqueline Cannella, the team at UBS Financial Services Inc. offers a range of services such as retirement planning, investment strategies, and custom portfolios to help clients achieve their financial goals. With industry recognition and a commitment to providing financial stewardship, the team is dedicated to helping individuals and businesses in the Sewickley area and beyond.
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