The exceptional family

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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Timothy Mistry

Senior Vice President–Wealth Management

Timothy focuses on the needs of senior automotive industry executives. Experience managing concentrated stock, restricted stock, and stock options help him understand the planning needs of his clientele. Timothy works closely with compensation professionals within his client's companies, allowing a detailed understanding of complex, company specific planning decisions. Decisions often involve tax and legal professionals, ensuring a successful and comprehensive approach to planning and asset management. Timothy and his wife Jennifer reside in Northville, MI with their three daughters.


Personal & Community

  • Jaguar Affiliates of Michigan/ Board of Directors
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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

Education

  • Bachelor of Arts - Political Science , Michigan State University
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1109

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