[Fredslist] Introducing: Jill Epstein to Gotham and the Manhattan Dinner Group!!

[Epstein, Jill]

Thank you, dear Ray!  I am looking forward to working with Team Gotham!!

Jill M. Epstein, CFP(r), CEPA
First Vice President

Horizon Wealth Management - UBS Financial Services
212-713-2454 Office
917-687-6467 Work Mobile
888-308-1971 Toll Free
________________________________
From: ray.walcott at yahoo.com <ray.walcott at yahoo.com>
Sent: Wednesday, March 20, 2024 9:19:19 AM
To: fredslist at gothamnetworking.com <fredslist at gothamnetworking.com>
Cc: Epstein, Jill <jill.epstein at ubs.com>; Crysti Farra <cdf at cdfarra.com>; Rosalia Ruberto <rosalia at gothamnetworking.com>; Nancy Schess <nschess at tarterkrinsky.com>; Fred Klein <fcklein at tarterkrinsky.com>
Subject: [External] Introducing: Jill Epstein to Gotham and the Manhattan Dinner Group!!


Good morning Gotham,


Please help me give a big warm welcome to Jill Epstein<https://www.gothamnetworking.com/Jill_Epstein>.


We are delighted to introduce Jill Epstein, a distinguished financial professional, to the esteemed members of Gotham and the Manhattan Dinner Group. Jill brings a wealth of knowledge and expertise in the field of finance, insurance, and real estate.


As the First Vice President at UBS Financial Services Inc., Jill has demonstrated an unwavering commitment to her clients' financial well-being. She has a proven track record of providing exceptional service and guidance, particularly in tax strategies, legacy planning, and navigating the financial responsibilities of families with special needs children.


Jill's extensive experience, coupled with her certifications as a Certified Financial Planner Professional and Certified Exit Planning Advisor, make her an invaluable resource for anyone seeking expert financial advice. Her ability to simplify the complexities of money and investing sets her apart in the industry.


We highly recommend connecting with Jill to explore potential synergies and opportunities for collaboration. Her dedication to making a difference in her clients' lives is truly commendable, and we are confident that her expertise will be of immense value to the members of the Gotham and the Manhattan Dinner Group.


Please feel free to reach out to Jill via email at jill.epstein at ubs.com or phone at 212-713-2454. You can also learn more about her services and background by visiting her website at https://advisors.ubs.com/horizonwm/.

Thank you, and Happy Networking!

Warm regards,

Ray Walcott
(718)541-9405
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