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
  • Fulfilling life goals for clients using the resources of a global wealth management firm
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • 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



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Investment management

Investment management

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

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.

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