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  • Seth Mitchell

    Seth Mitchell

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • FL
    • GA
    • NJ
    • NY
    • SC
    • VA

     

    Seth believes that the road to building and maintaining wealth is sound portfolio management and is familiar with the financial challenges that business owners, high net worth individuals and other fiduciaries on behalf of their clients face. He is committed to providing exemplary wealth management services based upon the philosophy that capital preservation and long-term growth of capital are the two main rival factors in any successful investment plan.

    His clients—institutional, corporate and individual—have a diversity of needs, including asset management, estate, trust and retirement planning strategies, investments for growth, dividend income and tax exempt status.

    Prior to joining the UBS New York Flagship Branch Office in 2007, Seth spent 18 years at Prudential Securities/Wachovia where he worked for three years at the New York South Street Seaport office in the Institutional Taxable Fixed Income Division. Seth then became Financial Advisor and First Vice President – Investments at the main New York Branch office opposite the World Trade Center.

    Seth holds a Bachelor’s degree in Corporate Banking & Finance and International Business from New York University’s Leonard Stern School of Business. Seth enjoys all sports and reading American political history. He and his wife, Betzy, who works in the television entertainment industry, live in New Jersey.

     

      • New York University’s Leonard Stern School of Business, Bachelor’s degree in Corporate Banking & Finance and International Business
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020

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      Retirement planning

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      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.

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