Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Aerial

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.

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    John Bloom

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
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    • DC
    • DE
    • FL
    • IA
    • IL
    • IN
    • MA
    • MD
    • MN
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    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
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    • RI
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          8500 Normandale Lake Boulevard
          Suite 210
          Bloomington, MN 55437
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          Patrick Morgan

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IA
          • ID
          • IL
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • ND
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
          • WA
          • WI

                8500 Normandale Lake Boulevard
                Suite 210
                Bloomington, MN 55437

              Focus on liquidity management

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              UBS and Credit Suisse—stronger than ever

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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