Executive wealth solutions

As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

Private Wealth Management is a division within UBS Financial Services Inc.

Globe

Y. Jamie Mistry

Senior Vice President–Wealth Management

Financial Advisor

For more than thirty years as a financial advisor, I have built a highly-personalized practice around a singular, core philosophy: my clients are unique, and deserve the services of their own private family office.

I believe that every client of mine deserves a tailored, creative approach to Wealth Management and planning. There are many choices available in today's increasingly complex financial landscape, and my approach is not right for every client. I take great pride in my role as a trusted advisor to a select group of high net-worth clients and their families, helping guide them through a vast array of life changes.

My vision is to empower my clients to live their lives with an increased sense of freedom, clarity and financial security.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1556

Email Me

Focus on liquidity management

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Tree

UBS and Credit Suisse—stronger than ever

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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