Insight-based advice

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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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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.

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    Joel Jason

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

          440 Monticello Ave
          20th Floor
          Norfolk, VA 23510
          joel.jason@ubs.com
          Joel Jason
          440 Monticello Ave,Norfolk,VA,23510
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          Tracy Collins

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          Tracy Collins began her career in the Financial Services industry with Wheat First Securities in 1989.  She remained with Wheat First (or successors) until her move to UBS in 2007.  Tracy's team duties focus on the development, implementation and support of individual, corporate and non-profit retirement plans.    In addition, she provides comprehensive financial planning strategies, portfolio management, lending and insurance services.

          Tracy received her BA in Business Management from Virginia Wesleyan College in Norfolk, Virginia.  Tracy is extremely active in her local community, supporting many charitable organizations throughout. She has been a member of the School Planning Council in Virginia Beach as well as President and board member of the Parent/Teacher/Student Association. 

          Tracy is a true Hampton Roads native, residing in Virginia Beach with her husband of 25 years, James and their three dogs.   Their daughter, Erica, is currently pursuing a Finance degree at James Madison University.

          • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

          • Virginia Wesleyan College, BA in Business Management
            440 Monticello Ave
            20th Floor
            Norfolk, VA 23510
            tracy.collins@ubs.com
            Tracy Collins
            440 Monticello Ave,Norfolk,VA,23510
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            Mary Kaye "MK" Copley

            Senior Client Associate

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            • FL
            • NC
            • PA
            • TX
            • VA

            M.K. Copley began her career in the Financial Services industry as an officer at a local savings bank in Norfolk, Virginia where she spent 8 years in financial analysis and planning, handling the bank's investments and cash management.  She joined UBS's predecessor firm Kidder, Peabody in 1991.  M.K.'s duties focus on the administrative and client service areas of the team.  She holds the Series 7, Series 66 and Series 63 licenses.

            M.K. received her B.A. in Political Science and B.S. in Sociology from Virginia Tech.  M.K. currently resides in Chesapeake, Virginia with her husband of 35 years, Dave.   Their youngest son, Tyler, currently resides in Virginia Beach, Virginia and their oldest son, David, resides in Dinwiddie, Virginia.

              • Virginia Tech, B.A. in Political Science and B.S. in Sociology
                440 Monticello Ave
                20th Floor
                Norfolk, VA 23510
                mk.copley@ubs.com
                Mary Kaye "MK" Copley
                440 Monticello Ave,Norfolk,VA,23510

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              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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