The right path toward retirement

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.

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Joel William Mallery

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • LA
  • MI
  • MN
  • NC
  • NY
  • OH
  • OK
  • PA
  • TN
  • TX
  • VA
8235 Holly Road, Suite 4
Grand Blanc, MI 48439
  • (810) 344-8122

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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Global leader

UBS is a world-leading wealth manager

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