The right moves for your financial future

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.

Sailing splash

Seul Gee "Jen" Lee-Mitchell

Vice President–Wealth Management

Financial Advisor

Wealth That Works

Prior to joining UBS Financial Services, Jen worked at Merrill Lynch Private Banking & Investment Group & Global Wealth Management focused on assisting world-class corporations and high-profile global families in various countries and regions

As a partner of Wise River Advisors, Jen is responsible for Corporate & Family Advisory and Estate & Legacy Planning. As an advisor, she personally ensures that our clients receive financial guidance, timely reviews and access to the firm’s exclusive resources. 

Originally from Seoul, South Korea, Jen dedicated much of her early years studying abroad. Her formal education landed her in many locations across the United States from Manhattan to Beverly Hills. In her early 20s, her interests led her to consulting for prominent international hotels and later as a fine art broker in galleries across the United States. In that role, she learned the subtleties of working with a discerning clientele. Jen brings that sense of personalized service and attention to detail to her role at UBS. 

Jen takes the lead on legacy planning for numerous prestigious Asian families with her strong understanding in many foreign cultures.

Jen is fluent in Korean & English and her client associate partner, Leo Jacquez, is fluent in Spanish & English

For Jen, there is no greater reward than helping her clients achieve their dreams.

  • Portfolio Advisory: Business & Personal
  • Asset Management: Access to Institutional Money Managers
  • Estate and Trust Planning
  • Wealth Transfer, Gifting & Tax Strategy
  • Corporate Exit Planning | Post Liquidity Event
  • Endowment & Foundation
  • Restricted Stocks | Corporate Executives 
  • Retirement Planning 
  • Cash Management: Business/Trust & Personal
  • Risk Management: Business & Personal
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • KS
  • LA
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Professional athletes
Professional entertainers
Exit planning
Business succession
Family Offices
Estate planning strategies
Philanthropy
Alternative investments
10801 W Charleston Boulevard
Suite 400
Las Vegas, NV 89135
  • (702) 792-3133

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advice for business owners

Advice for business owners

Athletes and entertainers, let's talk legacy

Business transition and succession planning

Business transition and succession planning

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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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