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.

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

First Vice President–Wealth Management

Financial Advisor

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.

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

Education

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

Credentials

  • 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 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.

Registered States:
  • AZ
  • CA
  • GA
  • HI
  • NM
  • NV
  • OR
  • 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