A plan for today, tomorrow and generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Misty Jones

Senior Vice President–Wealth Management

Financial Advisor

Originally from Sonoma County, Misty began her career in the investment industry in 1996. In 2004, Misty partnered with Henry Gundling as a UBS Financial Advisor. Misty focuses on wealth planning for individual clients and their families through financial planning resources available at UBS. She genuinely enjoys helping clients achieve their goals through planning and integrating personalized investment portfolios. Misty lives in Napa and has been involved with various community service organizations during her career including Rotary, New Technology High Interact, Napa Humane, and the California Dressage Society. Misty is FINRA registered and holds 7, 63, & 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. She has a Bachelor of Science degree in Management from the University of Phoenix. In her free time, she enjoys equestrian activities and spending time with her two sons. 

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WV

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1515

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The circular economy: What is it?

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.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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