Let's move forward. Together.

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Jonathan Mitchell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

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.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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Backed by the strength of our parent company, UBS AG

^$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

Let's move forward. Together.

Pursuing your goals together

Jonathan Mitchell

Nicholas Abdy

Jonathan Mitchell

Nicholas Abdy

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Education

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