The Bruzzone Choy Group
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Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

John Bruzzone

Senior Vice President–Wealth Management

Financial Advisor

John is a Senior Vice President - Wealth Management, Portfolio Manager with UBS Financial Services. He has over 30 years of experience managing client assets. John is a graduate of the University of San Francisco and has completed graduate courses with The Wharton School.

California Insurance License #0A59966  UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • GA
  • HI
  • ID
  • KS
  • LA
  • MN
  • NC
  • NM
  • NV
  • NY
  • OR
  • SC
  • TX
  • UT
  • WA
  • WV

John Bruzzone

Education

  • University of San Francisco

Credentials

  • Portfolio Manager

John Bruzzone

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

John Bruzzone

Senior Vice President–Wealth Management

Financial Advisor

John is a Senior Vice President - Wealth Management, Portfolio Manager with UBS Financial Services. He has over 30 years of experience managing client assets. John is a graduate of the University of San Francisco and has completed graduate courses with The Wharton School.

California Insurance License #0A59966  UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • GA
  • HI
  • ID
  • KS
  • LA
  • MN
  • NC
  • NM
  • NV
  • NY
  • OR
  • SC
  • TX
  • UT
  • WA
  • WV

Education

  • University of San Francisco

Credentials

  • Portfolio Manager
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

john.bruzzone@ubs.com
John Bruzzone
1255 Treat Blvd,Walnut Creek,CA,94597

Julie Choy

Senior Vice President–Wealth Management

Financial Advisor

Julie is a Senior Vice President -  Wealth Management, Senior Portfolio Manager with UBS Financial Services. She graduated from the University of California, Davis with a B.S. in Managerial Economics and has over 23 years of experience as a Financial Advisor.  Julie is FINRA registered- and holds a Series 7, 66 and 31 securities license as well as licenses for life, accident and health insurance and variable annuities . She is married with 2 active kids. She is also an avid golfer and was awarded NorCal USTA 4.5 Tennis Player of the Year. 

 

California Insurance License #0D68180

UBS Insurance Agency License #0512985

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DE
  • GA
  • HI
  • ID
  • KS
  • LA
  • MI
  • MO
  • MT
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • WA

Julie Choy

Education

  • University of California, Davis, B.S. in Managerial Economics

Credentials

  • Senior Portfolio Manager

Julie Choy

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

Julie Choy

Senior Vice President–Wealth Management

Financial Advisor

Julie is a Senior Vice President -  Wealth Management, Senior Portfolio Manager with UBS Financial Services. She graduated from the University of California, Davis with a B.S. in Managerial Economics and has over 23 years of experience as a Financial Advisor.  Julie is FINRA registered- and holds a Series 7, 66 and 31 securities license as well as licenses for life, accident and health insurance and variable annuities . She is married with 2 active kids. She is also an avid golfer and was awarded NorCal USTA 4.5 Tennis Player of the Year. 

 

California Insurance License #0D68180

UBS Insurance Agency License #0512985

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DE
  • GA
  • HI
  • ID
  • KS
  • LA
  • MI
  • MO
  • MT
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TX
  • UT
  • WA

Education

  • University of California, Davis, B.S. in Managerial Economics

Credentials

  • Senior Portfolio Manager
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

julie.choy@ubs.com
Julie Choy
1255 Treat Blvd,Walnut Creek,CA,94597

Danelle Heal

Senior Registered Client Associate

Danelle is a Senior Registered Client Service Associate with 30 years of experience in the financial services industry. She enjoys interacting with clients and assisting them with any concerns they may have. Originally from San Leandro, Danelle currently resides in the Tri-Valley area and appreciates all the amenities the area has to offer.

California Insurance License #4004475   UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • GA
  • HI
  • ID
  • KS
  • LA
  • MI
  • MO
  • MT
  • NJ
  • NM
  • NV
  • OR
  • PA
  • SC
  • TX
  • UT
  • WA

Danelle Heal

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

Danelle Heal

Senior Registered Client Associate

Danelle is a Senior Registered Client Service Associate with 30 years of experience in the financial services industry. She enjoys interacting with clients and assisting them with any concerns they may have. Originally from San Leandro, Danelle currently resides in the Tri-Valley area and appreciates all the amenities the area has to offer.

California Insurance License #4004475   UBS Financial Services, Inc. Insurance Agency Inc. License UBS#0512985

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • GA
  • HI
  • ID
  • KS
  • LA
  • MI
  • MO
  • MT
  • NJ
  • NM
  • NV
  • OR
  • PA
  • SC
  • TX
  • UT
  • WA
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

danelle.heal@ubs.com
Danelle Heal
1255 Treat Blvd,Walnut Creek,CA,94597

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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