$7 trn
UBS Group invested assets
As of 12/31/2025
Nicholas Hunt is part of the Legacy Partners Wealth Management team, focusing on empowering tech innovators, entrepreneurs, and business owners—especially those navigating significant liquidity events—to build enduring wealth and family legacies.
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever.
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Nicholas J. Hunt, is a Financial Advisor, Managing Director - Wealth Management at UBS Financial Services Inc. 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.
Agent License # 0I04170
Education
Credentials
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER
Nicholas J. Hunt, is a Financial Advisor, Managing Director - Wealth Management at UBS Financial Services Inc. 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.
Agent License # 0I04170
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Client Associate
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Registered Client Associate
Client Associate
Client Associate
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.
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.
Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
