Let's move forward. Together.

Bruce Blount Vincelli Wealth Management

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.

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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.

  • Susan Blount

    Susan Blount

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • ND
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TX
    • VA
    • VT
    • WA
    • WI

        • CERTIFIED FINANCIAL PLANNER®
        • Certified Investment Management Analyst®
        • Wealth Advisor
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
        lee.blount@ubs.com
        Susan Blount
        444 Cedar Street,St Paul,MN,55101
      • Heather Fitch

        Heather Fitch Radcliff

        Registered Client Associate

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        • AZ
        • CA
        • CO
        • FL
        • KS
        • MD
        • MI
        • MN
        • NC
        • ND
        • NM
        • NV
        • NY
        • OR
        • SD
        • TX
        • VA
        • WI

              444 Cedar Street
              Suite 2200
              St Paul, MN 55101
              heather.fitch@ubs.com
              Heather Fitch Radcliff
              444 Cedar Street,St Paul,MN,55101
            Three generations in apple orchard

            Turn possibilities into a plan

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            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Texas

            Texas flood relief

            Support and resources

            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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