Sacramento Regional Institutional Sales Group
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Experience

Makes all the difference

The Sacramento Regional Institutional Sales Group offers a team approach. The Group is comprised of 4 members with combined experience in excess of 70 years, and headed by Kelly Mahoney, Senior Vice President - Investments. They are a dynamic, streamlined team focusing on the fixed income investment needs of their clients. As a leading force on Wall Street, UBS Financial Services Inc. is able to leverage its market prowess for the benefit of its clients to provide appropriate products and services, and the team strives to provide the high level of client service that distinguishes itself from the competition.

Jodi Pieczynski

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • GA
  • HI
  • ID
  • IL
  • MO
  • NV
  • OH
  • OR
  • TX
  • WA

Jodi Pieczynski

3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

Jodi Pieczynski

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • GA
  • HI
  • ID
  • IL
  • MO
  • NV
  • OH
  • OR
  • TX
  • WA
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

Steven Rutledge

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • GA
  • HI
  • ID
  • MO
  • NV
  • OH
  • OR
  • TX
  • WA

Steven Rutledge

3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

Steven Rutledge

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • GA
  • HI
  • ID
  • MO
  • NV
  • OH
  • OR
  • TX
  • WA
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

June Nelson

Authorized Officer

Client Associate Senior

Registered States:
  • CA
  • HI
  • NV

June Nelson

3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

June Nelson

Authorized Officer

Client Associate Senior

Registered States:
  • CA
  • HI
  • NV
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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