Let's move forward. Together.

UBS reflection

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.

Adult couple on cell phone

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.

  • J Mills-Pierre - Financial Advisor

    J. Mills-Pierre III

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

    • image
    • image

      J. Mills-Pierre is a Senior Vice President, Senior Portfolio Manager, and founding member of Groupe M at UBS Financial Services. He advises high-net-worth individuals and families through a multi-family office approach that blends institutional strength with highly personalized wealth strategies.

      With a deep understanding of the opportunities and complexities facing successful families, Mills helps clients deploy capital efficiently across both sides of the balance sheet—preserving wealth, optimizing structures, and aligning investment strategies with personal, philanthropic, and legacy goals. He works closely with UBS’s trust, credit, and estate specialists, as well as external advisors, to coordinate tailored, tax-aware planning across generations. He works alongside independent-minded, socially conscious individuals and families with strong personal and professional mandates.

      Mills brings over two decades of experience in both the private and public sectors. Before joining UBS in 2025, he served as a Senior Financial Advisor at Merrill Lynch and as Finance Director for the Los Angeles Mayor’s Office. He began his career in JPMorgan’s analyst training program and later held leadership roles in equity research at Ladenburg Thalmann.

      He earned his B.A. in Architecture and Economics from Yale University and holds an M.Sc. in Economic Development from the London School of Economics.

      Outside the office, Mills is a former world-class figure skater and remains committed to mentorship and inclusion in the sport—championing access for the next generation of underrepresented athletes.

        • Yale University, BA, Architecture & Economics
        • London School of Economics, M.Sc. in Economic Development
        • Senior Portfolio Manager
        299 Park Avenue
        8th, 9th, and 11th floors
        New York , NY 10171
        j.mills-pierre@ubs.com
        J. Mills-Pierre III
        299 Park Avenue,New York ,NY,10171
      • Brian Jones - Client Associate

        Brian G. Jones

        Client Associate

        • image
        • image

          Brian serves as a Client Associate working alongside J. Mills-Pierre. Brian is responsible for all operational and administrative items related to the business. Brian is passionate about supporting the team in delivering the best client experience, and he thrives on collaborating with a diverse network of experts to do so.

          Prior to his current role, Brian acted as an Advisory Service Specialist at UBS. He empowered the field in navigating complex financial dilemmas and enhancing their ability to achieve client goals with confidence. Brian worked with a dedicated team of professionals to implement tailored financial advisory services. His project management and organizational skills allow him to better field interactions with their clients and execute high-impact advisory solutions that ultimately drive client satisfaction and success. 

          With a BA in Finance from The University of Georgia, Brian honed his analytical and problem-solving abilities, which he brings into all engagements.

            • University of Georgia, Bachelor’s degree, Finance
              299 Park Avenue
              8th, 9th, and 11th floors
              New York , NY 10171
              brian.g.jones@ubs.com
              Brian G. Jones
              299 Park Avenue,New York ,NY,10171
            Three generations in apple orchard

            Turn possibilities into a plan

            House View Monthly

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Texas

            Texas flood relief

            Support and resources

            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights

            This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

            Go to privacy settings