Tailored wealth advice

Professional guidance that helps inspire confidence

Lake McDonald

Troy Tunell, CTFA

First Vice President–Wealth Management

Financial Advisor

  • Advising clients nationwide
  • 25 years of financial services experience
  • Fulfilling life goals for clients using the resources of a global wealth management firm
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MA
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • RI
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Credentials

  • Certified Trust and Financial Advisor
  • Senior Managed Accounts Consultant
  • Portfolio Manager
  • Series 7, 9, 10, 31, 63 & 65
  • CA Lic# 0F05995

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Investing
Custom portfolios
Asset allocation
Banking
Lending services
2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110
  • (505) 880-2709

Email Me

Insights

Multigenerational planning

Multigenerational planning

Retirement planning

Retirement planning

Investment management

Investment management

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

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three generations on beach