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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jonathan Mitchell Profile Photo

    Jonathan Mitchell

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • TX
    • UT
    • WA
    • WI

    Jon joined UBS Financial Services, Inc. in September 2011, with over 18 years in the investment management industry. Jon focuses on the "12 Wealth Management Issues", some of which include Investments and Estate Planning. The UBS Client Experience includes an ongoing review of client portfolios, market monitoring, and frequent communication to ensure each client's goals and objectives are being achieved. Jon is involved with The Leukemia and Lymphoma Society and the Boys & Girls Club of Tucson. Jon received a B.S. Degree in Business Administration from The University of Arizona in May 1995. He works with affluent families/business owners across the country and is an avid golfer. His free time is spent with his three children, Jordan, Jade and Luke.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • The University of Arizona, B.S. Degree in Business Administration
      2840 E. Skyline Drive
      Tucson
      Tucson, AZ 85718
      jonathan.m.mitchell@ubs.com
      Jonathan Mitchell
      2840 E. Skyline Drive,Tucson,AZ,85718
    • Nicholas Abdy Profile Photo

      Nicholas Abdy

      Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • SC
      • TX
      • UT
      • WA
      • WI

      Nick joined UBS Financial Services, Inc. in September 2011, with over 10 years in the security industry. Nick is a designated Portfolio Manager by the firm, and as such he oversees the investment decisions for our team. The UBS Client Experience includes an ongoing review of client portfolios, to ensure each client's goals and objectives are being achieved. Nick received a B.S. Degree in Business Administration, majoring in Finance and Marketing from The University of Arizona in May 2003. Nick is involved with The Leukemia and Lymphoma Society, The University of Arizona, Diaper Bank of Southern Arizona and Casa de los Niños. He works with affluent families and business owners across the country. Nick has passion for all sports. Nick and his wife, Nicole, have two children, Logan and Caitlin.  

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • The University of Arizona, B.S. Degree in Business Administration, majoring in Finance and Marketing
      • Portfolio Manager
      • Wealth Advisor
      2840 E. Skyline Drive
      Tucson
      Tucson, AZ 85718
      nicholas.abdy@ubs.com
      Nicholas Abdy
      2840 E. Skyline Drive,Tucson,AZ,85718

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    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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