Let's move forward. Together.

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.

Douglas James Bruce

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
- WI
444 Cedar Street
Suite 2200
St Paul, MN 55101

douglas.bruce@ubs.com

Douglas James Bruce

444 Cedar Street,St Paul,MN,55101
Lee Blount

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- MT
- ND
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
- WI
There are many ways I advise a client - from creating a financial plan and investment strategies to the smart execution of innovative ideas. I believe these are critical foundations for success, but I believe what truly delivers the greatest value to my client is thoughtful listening. I create an atmosphere where my client and I explore their passions together, where I become aligned with their thinking - a relationship that allows my client the freedom to pursue the activities that enrich their lives.

MN Agent License: 20054583
- Forbes Top Women Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- CERTIFIED FINANCIAL PLANNER
- Certified Investment Management Analyst
- Wealth Advisor
444 Cedar Street
Suite 2200
St Paul, MN 55101

lee.blount@ubs.com

Lee Blount

444 Cedar Street,St Paul,MN,55101
Andrew Vincelli, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- ND
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
- WI
I have spent my entire professional career helping affluent families identify what is most important to them and develop a plan to efficiently maximize their wealth. I joined UBS in 2015 as a financial planning consultant for the 100+ advisors in Minnesota, which gave me the unique advantage of working with over 250 clients whose needs and concerns were diverse. This experience prepared me to effectively advise my clients with the challenges they face.

As a CERTIFIED FINANCIAL PLANNER® professional, I start all client relationships by gaining a deeper understanding of my clients' entire financial life and help them to make decisions that align with their goals and aspirations.

My bachelor’s degree in Finance is from the Carlson School of Management at the University of Minnesota. My wife and I live with our two children in St. Paul, MN.

UBS #IA4310

MN Agent License: 40015421
444 Cedar Street
Suite 2200
St Paul, MN 55101

andrew.vincelli@ubs.com

Andrew Vincelli, CFP

444 Cedar Street,St Paul,MN,55101
Heather Fitch Radcliff

Registered Client Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- KS
- MD
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OR
- SD
- TN
- 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

Douglas James Bruce

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IL
- KS
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- ND
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
- WI
444 Cedar Street
Suite 2200
St Paul, MN 55101

douglas.bruce@ubs.com

Douglas James Bruce

444 Cedar Street,St Paul,MN,55101
Lee Blount

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- FL
- GA
- IL
- KS
- MA
- MD
- MI
- MN
- MT
- ND
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
- WI
There are many ways I advise a client - from creating a financial plan and investment strategies to the smart execution of innovative ideas. I believe these are critical foundations for success, but I believe what truly delivers the greatest value to my client is thoughtful listening. I create an atmosphere where my client and I explore their passions together, where I become aligned with their thinking - a relationship that allows my client the freedom to pursue the activities that enrich their lives.

MN Agent License: 20054583
- Forbes Top Women Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- CERTIFIED FINANCIAL PLANNER
- Certified Investment Management Analyst
- Wealth Advisor
444 Cedar Street
Suite 2200
St Paul, MN 55101

lee.blount@ubs.com

Lee Blount

444 Cedar Street,St Paul,MN,55101
Andrew Vincelli, CFP

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DC
- FL
- GA
- HI
- ID
- IL
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- ND
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TX
- VA
- VT
- WA
- WI
I have spent my entire professional career helping affluent families identify what is most important to them and develop a plan to efficiently maximize their wealth. I joined UBS in 2015 as a financial planning consultant for the 100+ advisors in Minnesota, which gave me the unique advantage of working with over 250 clients whose needs and concerns were diverse. This experience prepared me to effectively advise my clients with the challenges they face.

As a CERTIFIED FINANCIAL PLANNER® professional, I start all client relationships by gaining a deeper understanding of my clients' entire financial life and help them to make decisions that align with their goals and aspirations.

My bachelor’s degree in Finance is from the Carlson School of Management at the University of Minnesota. My wife and I live with our two children in St. Paul, MN.

UBS #IA4310

MN Agent License: 40015421
444 Cedar Street
Suite 2200
St Paul, MN 55101

andrew.vincelli@ubs.com

Andrew Vincelli, CFP

444 Cedar Street,St Paul,MN,55101
Heather Fitch Radcliff

Registered Client Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- KS
- MD
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OR
- SD
- TN
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.

July 02, 2026

A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Douglas James Bruce

Lee Blount

Andrew Vincelli, CFP

Heather Fitch Radcliff