The way forward

Today, tomorrow and for generations to come

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Pensive Man On Boat

Jon Gabrielson, CIMA, PMP

Financial Advisor

Portfolio Manager

As your Financial Advisor Team, our focus is on understanding your unique circumstances and preparing recommendations to serve as your one source of solutions for cash and investment management. As a wealth management professional in the financial services industry since 1986, I have developed an extensive knowledge of financial markets, economic conditions and investment strategies. I currently hold Series 3, 7, 8, 63 and 65 licenses and the Certified Investment Management Analyst (CIMA®) designation, as well as licenses to provide for your insurance needs.

Registered States:
  • AZ
  • CA
  • CO
  • HI
  • IA
  • IL
  • MI
  • MN
  • NC
  • NY
  • OR
  • TX
  • VA
  • WA

Education

  • Bachelor Of Science Degree, University of Arizona

Credentials

  • Portfolio Manager
  • Wealth Advisor
2575 E. Camelback Rd.
Suite 900
Phoenix, AZ 85016
  • (602) 957-5135

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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