Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Joel Jason

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • 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

Email Me

joel.jason@ubs.com
Joel Jason
440 Monticello Ave,Norfolk,VA,23510

Tracy Collins

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • Virginia Wesleyan College, BA in Business Management
440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

tracy.collins@ubs.com
Tracy Collins
440 Monticello Ave,Norfolk,VA,23510

Mary Kaye "MK" Copley

Senior Client Associate

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.

Registered States:
  • FL
  • NC
  • PA
  • TX
  • VA

Education

  • Virginia Tech, B.A. in Political Science and B.S. in Sociology
440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

mk.copley@ubs.com
Mary Kaye "MK" Copley
440 Monticello Ave,Norfolk,VA,23510