$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.
California Insurance License #0A46547 Insurance Agency Inc. License UBS#0512985
Personal & Community
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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