Experience

Makes all the difference

A partnership to pursue what matters most

Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. We pro-actively serve a select group of families with financial solutions that meet their unique needs, provide regularly scheduled communication that’s meaningful in nature, and offer rigorous, relentless discipline and service with the goal of delivering a higher level of predictability and potential for success. Our partnership with you forms the basis of all of our work together. In fact, we won’t make decisions for you—we'll make them with you. We are located in Tucson, Arizona, where we take pride in our local community and believe that improving the quality of life in our community is a key component to the growing of our business.

Jonathan Mitchell

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • 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.

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

Education

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

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Nicholas Abdy

Vice President–Wealth Management

Financial Advisor

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.  

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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

Education

  • The University of Arizona, B.S. Degree in Business Administration, majoring in Finance and Marketing

Credentials

  • Portfolio Manager
  • Wealth Advisor
2840 E. Skyline Drive
Tucson
Tucson, AZ 85718

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