An experienced and committed team

John T Vaudreuil, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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.
  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

  • University of Minnesota Duluth's Labovitz School of Business, BBA with an emphasis in Finance: 2004 - 2007
  • University of Minnesota Duluth's Labovitz School of Business, M.B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER®
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

Email Me

john.vaudreuil@ubs.com
John T Vaudreuil, CFP
8500 Normandale Lake Boulevard,Bloomington,MN,55437

Jana I Vaudreuil, CFP, AWMA

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • UT
  • WA
  • WI
  • WY

Credentials

  • Accredited Wealth Management Advisor℠
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

Email Me

jana.vaudreuil@ubs.com
Jana I Vaudreuil, CFP, AWMA
8500 Normandale Lake Boulevard,Bloomington,MN,55437

Julie K Mize

Registered Client Associate

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • MA
  • MN
  • MO
  • ND
  • NM
  • NY
  • OH
  • OR
  • PA
  • SD
  • UT
  • WA
  • WI
  • WY
8500 Normandale Lake Boulevard
Suite 210
Bloomington, MN 55437

Email Me

julie.mize@ubs.com
Julie K Mize
8500 Normandale Lake Boulevard,Bloomington,MN,55437

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