Let's move forward. Together.

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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
    • GA
    • IL
    • MI
    • MT
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • TX
    • UT
    • 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.

      • The University of Arizona, B.S. Degree in Business Administration
        2840 E. Skyline Drive
        Tucson
        Tucson, AZ 85718
      • Nicholas Abdy Profile Photo

        Nicholas Abdy

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • GA
        • IL
        • MI
        • MT
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • UT

        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.  

          • 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

        The Year Ahead - Sustainable Investing

        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.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager