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$3.9 trillion
In invested assets globally
As of 12/31/2022
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
Vice President–Wealth Management
Financial Advisor
Joel Mallery is an Account Vice President and Financial Advisor with UBS' Grand Blanc Michigan office. Joel brings over two decades of expertise in areas that include retirement income strategies and risk management.
Vice President–Wealth Management
Financial Advisor
Joel Mallery is an Account Vice President and Financial Advisor with UBS' Grand Blanc Michigan office. Joel brings over two decades of expertise in areas that include retirement income strategies and risk management.
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.
$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
