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:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MI
  • MN
  • NC
  • NY
  • OH
  • OK
  • PA
  • TN
  • TX
  • VA
  • WI
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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Turn possibilities into a plan

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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