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
  • 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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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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