Tailored wealth advice

Professional guidance that helps inspire confidence

Lake McDonald

Troy Tunell, CTFA

Senior Vice President–Wealth Management

Financial Advisor

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


  • 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
Custom portfolios
Asset allocation
Lending services
2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110
  • (505) 880-2709

Email Me



UBS and Credit Suisse—stronger than ever

Outlook on interest rates

Investment management

Investment management

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global 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