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.

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Elicia Mundy

Vice President–Wealth Management

I decided to embark on a career in the Financial Services industry at a relatively early age, so I chose one of the most difficult degree programs at the University of North Florida. My major was Financial Services, with an Estate Planning track. As an adolescent, my family and I endured significant financial hardships I believe could have been minimized through basic planning and fiscal responsibility. My experience stays with me and still shapes how fragile I see the world around me. My intention is to help those who can benefit from my experience and I believe I can make a positive impact.

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NY
  • PA
  • TX
  • VA

Education

  • BA degree in Financial Services, University of North Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Independent Drive
Independent Square
Suite 1700
Jacksonville, FL 32202
  • (904) 301-3133

Email Me

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.

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In invested assets globally 
As of 06/30/2022

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