Retirement planning. It's about time.

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.

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Joy Ellison

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

  • Rotary International since 1988
Registered States:
  • CA
  • CO
  • LA
  • NC
  • NV
  • NY
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • B.S., University of California, Davis
400 South El Camino Real
Suite 900
San Mateo, CA 94402
  • (650) 696-1389

Email Me

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Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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