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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Portfolio Manager
Originally from Sonoma County, Misty began her career in the investment industry in 1996. In 2004, Misty became 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.
CA Agent License #0E68788
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.
Credentials
Senior Vice President–Wealth Management
Portfolio Manager
Originally from Sonoma County, Misty began her career in the investment industry in 1996. In 2004, Misty became 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.
CA Agent License #0E68788
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.
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
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The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
