Lubna Jones

Finance

Meet Lubna Jones

It’s the important things-our families, our values, the impact we have on others-that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 32 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

Experience to guide you forward
– Senior Portfolio Manager, Wealth Advisor, UBS, 2009-present
– First Vice President of Investments, Morgan Stanley, 1993-2009
– Financial Advisor, First of Michigan, 1987-1992

My Professional Achievements and Education
– Series 3, 7, 63, 65 securities licenses
– Life, Variable Life, Health Insurance licenses
– BA, Economics, University of Michigan- Ann Arbor
– Advanced Portfolio Management Certification, DePaul University

Making a Difference
– Advisory board of the Arab American Heritage Council
– Finance committee for St. George Orthodox Church
– Served as board member for the Flint Cultural Center Corp
– Past President of the Arab American Heritage Council
– Past President of the Perish Council at St. George Orthodox Church
– Served on the advisory Council on Arab & Chaldean American Affairs

Outside the Office
– I enjoy traveling the world
– I love to learn about new cultures and languages
– I enjoy Zumba & Dancing