A plan for today, tomorrow and generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three generations in front yard

Nicholas Hunt

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Nicholas J. Hunt, is a First Vice President at UBS and a CERTIFIED FINANCIAL PLANNER™. He concentrates on wealth management for high net worth investors, employee stock option guidance, corporate 401(k) plans and the complex needs of business owners who are growing, transitioning or exiting their enterprise. He spent eight years as an Financial Advisor at Ameriprise Financial before joining UBS. Nicholas and his wife, Margaret, have two daughters. He enjoys spending time with family, traveling, and volunteering.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Finance and Financial Management Services, Univeristy of Wisconsin-Eau Claire
  • Accounting, University of Wisconsin-Eau Claire

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Financial planning
Retirement planning
Legacy planning
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7010

Email Me

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