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.

Young woman on a ferry

Diane McMinds

Senior Vice President–Wealth Management

Diane began her career at Montgomery Securities in 1992 after graduating from the University of California Santa Barbara and joined UBS in 2003. Since then, Diane has earned the firm’s prestigious Corporate Stock Benefit Consultant designation. Focusing on the short and long-term needs of her clients, Diane customizes their portfolios to help them achieve their goals. In addition to the array of products and services that UBS has to offer, Diane provides personalized attention, accessibility, and boutique-style service to her clients.

Personal & Community

  • Board Chair, Blue Oak School
  • Enjoy cycling and spending time with her two young children
     
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA
  • WV

  • Forbes/SHOOK Best-in-State Wealth Advisors, 2019, 2020, 2021
  • Forbes/SHOOK Top Women Wealth Advisors, 2020, 2021
  • Working Mother and SHOOK Research Top Wealth Advisor Moms, 2018, 2019, 2020

Education

  • B.A. Economics, UC Santa Barbara
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1506

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights