Insight-based advice

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.

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Bradley Mitchell

Senior Vice President–Wealth Management


Personal & Community

  • Arbitrator, National Association of Securities Dealers

Bradley Mitchell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #0730941).

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • WA
  • WI

Education

  • California State University, Chico

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Agent License #0730941
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7237

Email Me

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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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