Let's move forward. Together.

Bruce Blount Vincelli Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Susan Blount

    Susan Blount

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • ND
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TX
    • VA
    • VT
    • WA
    • WI

        • CERTIFIED FINANCIAL PLANNER®
        • Certified Investment Management Analyst®
        • Wealth Advisor
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
        lee.blount@ubs.com
        Susan Blount
        444 Cedar Street,St Paul,MN,55101
      • Heather Fitch

        Heather Fitch Radcliff

        Registered Client Associate

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        • AZ
        • CA
        • CO
        • FL
        • KS
        • MD
        • MI
        • MN
        • NC
        • ND
        • NM
        • NV
        • NY
        • OR
        • SD
        • TX
        • VA
        • WI

              444 Cedar Street
              Suite 2200
              St Paul, MN 55101
              heather.fitch@ubs.com
              Heather Fitch Radcliff
              444 Cedar Street,St Paul,MN,55101
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

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            The first 100 days

            Is your portfolio ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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