Troy Tunell, CTFA
View FINRA BrokerCheck informationContact us

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
  • VT
  • WA
  • WY

Troy Tunell, CTFA

Credentials

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

Troy Tunell, CTFA

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

Troy Tunell, CTFA

2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110

Email Me

troy.tunell@ubs.com
Troy Tunell, CTFA
2155 Louisiana Blvd NE,Albuquerque,NM,87110

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
  • VT
  • WA
  • WY

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

Email Me

Insights

Mountain climbers on peak at sunrise

A leading global wealth manager

House View Monthly

Train crossing a bridge at sunset

Approach your financial future with confidence

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

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.

Start the conversation
Three generations on beach

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings