Lasting relationships. For all that matters

Mountain climbers reaching the summit

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.

rowing

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.

  • John Bruzzone Profile Photo

    John Bruzzone

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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.

      • University of San Francisco
      • Portfolio Manager
      1255 Treat Blvd
      Suite 1000
      Walnut Creek, CA 94597
    • Julie Choy Profile Photo

      Julie Choy

      First Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • GA
      • HI
      • ID
      • LA
      • NC
      • NM
      • NV
      • OR
      • SC
      • TX
      • UT
      • WA
      • WV

      Julie is a First 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 15 years of experience as a Financial Advisor.  Julie is FINRA registered- and holds Series 7, 66 and 31 securities license as well as licenses for life, accident and health insurance and variable annuities. She is from the Bay Area and enjoys all competitive outdoor activities.

        • University of California, Davis, B.S. in Managerial Economics
        • Portfolio Manager
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
      • Danelle Heal Profile Photo

        Danelle Heal

        Senior Client Associate

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        • AZ
        • CA
        • GA
        • NV
        • OR

        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.

              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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