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$7 trn
UBS Group invested assets
As of 12/31/2025
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Vice President–Wealth Management
Joy Ellison is an experienced financial advisor. She is an astute student of economics and financial markets with a bachelor's degree from the University of California, Davis. She has worked as a financial advisor in the San Mateo, California bay area since 1984.
Personal & Community
Education
Vice President–Wealth Management
Joy Ellison is an experienced financial advisor. She is an astute student of economics and financial markets with a bachelor's degree from the University of California, Davis. She has worked as a financial advisor in the San Mateo, California bay area since 1984.
Personal & Community
Education
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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UBS is a leading and truly global wealth manager
