Stewardship for generations

• AZ
• CA
• CO
• DC
• FL
• IL
• IN
• KY
• MA
• MD
• MI
• NC
• NV
• NY
• OH
• OR
• PA
• TN
• TX
• WA
• WI

With many decades of experience as a financial partner, Jon currently serves as a Private Wealth Advisor with the UBS Private Wealth Management Group, based in Chicago with local offices in Birmingham and Detroit.  This select group of financial advisors is accredited with comprehensive skills critical for serving the needs of ultra-high net worth clients and their families. Jon is located in the Birmingham, Michigan UBS Private Wealth Management office.

Throughout his career, Jon has developed extensive personal experience servicing a small select group of multigenerational, ultra-high net worth families, specializing in business owners, family offices, family foundations, endowments, and corporate executives. Dedicated to understanding the complexities of his client’s arenas, Jon’s personal accessibility and commitment to service are the cornerstones of each of his relationships.

Jon earned a BA in Economics at Albion College.  He is a member of the Investment Management Consultants Association and has served on various strategic leadership and industry advisory councils.  Jon has also studied industry advanced economic and management theory in Executive courses at Harvard, Princeton, and Wharton.

Jon for many years has been effectively active in his church and with his charitable giving and donations of time.  While serving as an advocate for many local charities and foundations, Jon has also participated in mentoring inner city children by fostering their development through their high school years and beyond.

He and his wonderful wife, Betsy, have three beautiful children Lea, Jon, and Dan and amazing grandchildren, Orlando and Rosie. A member of Oakland Hills Country Club, Jon enjoys his summers there and on Walloon Lake.  Jon and Betsy currently reside in Bloomfield Hills, Michigan.

• Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AK
• AZ
• CA
• CO
• CT
• FL
• IL
• IN
• MA
• MD
• MI
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• SC
• TX
• VA
• VT
• WA

Stephen formed Trudeau Wealth Management more than twenty years ago, striving to provide a select group of clients with exceptional wealth management and service. With over forty years of experience as a Wealth Management Advisor, Stephen oversees overall portfolio allocation and strategy, working closely with our high-net worth clients. He believes strongly in active management and in the importance of face-to-face meetings with clients and investment professionals, conducting regular due diligence meetings with Portfolio Managers both in office and around the country. Stephen maintains that true diversification is broader than stocks and bonds and has effectively allocated to hedge funds and private equity where appropriate for more than two decades. Clients rely on his experience, breadth of knowledge, and commitment to honesty and integrity.

Stephen joined UBS in 2012 after a long and distinctive career with Merrill Lynch. He holds Series 7, 63, and 65 securities licenses through FINRA, as well as Life, Variable Life, and Variable Annuity Insurance licenses. He works and hosts client and portfolio manager meetings year-round in both his Harbor Springs office and the team office in Birmingham, Michigan.

Outside of the office Stephen is an avid clay sports competitor and current All-American. He serves as the Michigan delegate to the National Sporting Clays Association and sits on the board of the Emmet Clay Sports club. Stephen combines his passion for clays with his charitable endeavors. He has chaired the Cranbrook Cares Breaking Pediatric Cancer event for five years and he also created and chaired the “PULL! for Kids” event for ChildSafe Michigan and The Judson Center, funding nine years of their foster children’s mentoring program. He has proudly served Mariners’ Church for many years, most recently as Chairman and Trustee of their Foundation. Stephen and his wife Laura have two grown children, Victoria and Brooks, and reside in Harbor Springs, Michigan.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AZ
• CA
• CO
• DC
• FL
• IL
• IN
• KY
• MA
• MD
• MI
• NC
• NV
• NY
• OH
• OR
• PA
• TN
• TX
• WI

Jon Vigi, Jr. joined UBS in 2014 and is a Private Wealth Advisor that serves a select group of business owners, family offices and affluent families. He specializes in investments, financial planning and succession planning. His interest and knowledge in providing comprehensive financial planning and wealth management services to clients was sparked when he worked summers at Merrill Lynch as part of the Mig-Vigi Private Banking and Investment Group while attending school. Jon was previously with the University of Michigan Athletic Department Center for Leadership Development and Career Preparation where he worked with Finance and Human Resource departments of Fortune 500 companies as a liaison with University athletic programs. Prior to that, he worked as an assistant football coach and administrator for Kalamazoo College while obtaining his Master's degree in Sport Management.

Jon attended Kalamazoo College where he earned his BA in Business and was a member and captain of the football team. He holds Series 7 and 66 securities licenses from FINRA and earned his Certified Private Wealth Advisor (CPWA®) designation through Yale University’s School of Management. Jon also holds the Certified Exit Planning Advisor (CEPA) designation and obtained his Certified Financial Planner (CFP®) designation through NYU’s School of Professional Studies.

Jon and his wife, Jackie, and their children, Orlando and Rose, reside in Bloomfield Hills, Michigan with their dogs, Opie and Moose. He is an avid Detroit sports fan and enjoys golfing, playing hockey and spending summer weekends in northern Michigan.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• AK
• AZ
• CA
• CO
• CT
• FL
• IL
• IN
• MA
• MD
• MI
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• SC
• TX
• VA
• VT
• WA

Victoria’s goal is to provide each client with the knowledge that their financial life is in both capable and caring hands. She has worked closely with Stephen since joining the team in 2012 and takes a holistic, planning-based approach to wealth management. She believes strongly in financial education and encourages her clients of all ages and experience levels to make informed, empowered decisions. Victoria also communicates directly with client’s accountants and estate planning attorneys when appropriate. She meets with portfolio managers across asset-classes and takes a special interest in non-traditional investments and sustainable investing.

Victoria is also the team’s financial planner, working personally with our clients to create comprehensive plans for retirement and beyond. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™ (CRPC®) certificant. She earned her Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. She is responsible for assisting clients with insurance needs including long-term care, life insurance, and annuities, and is the team's resource for questions regarding Social Security and Medicare. She holds Series 7 and 66 securities licenses through FINRA, and Life, Accident and Health, Variable Life, and Variable Annuity Insurance licenses.

Victoria has a Bachelor’s degree from Sweet Briar College in Virginia, where she graduated Summa Cum Laude. She has a Masters degree in humanities from the University of Chicago. She is currently a Trustee of the Episcopal Diocese of Michigan, where she sits on the Investment Committee and the Children’s Ministries Committee. She also serves as president of Sweet Briar College's Detroit Alumnae Club. Victoria and her husband Colbert have two young children, Genevieve and William, and spend their weekends working on their historic home in Sherwood Forest, Detroit.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AZ
• CA
• FL
• IL
• IN
• MI
• NV
• NY
• OH
• TX

Terrie is a Senior Wealth Strategy Associate, specializing in providing unparalleled service to the team's clients. Her career in the financial services industry spans more than 30 years. Terrie and Jon Vigi first forged their partnership during their tenure with Merrill Lynch's Private Banking and Investment Group. 

With steadfast focus and commitment to exceptional client service, Terrie manages the team's administrative functions and brings best in class solutions to our ultra-high net worth clients. In collaboration with specialists throughout the firm, she ensures operational efficiency with responsibilities including account administration, performance reporting and liability management and has repeatedly been recognized by management for outstanding service.

Terrie's passion is demonstrated in her volunteer roles as well, actively involved in her community.  She enjoys golf, tennis and spends summer weekends on Lake Huron with her husband, Jeff, and their two MSU Spartan daughters, Stephanie and Brooke.

• AZ
• CA
• CO
• CT
• FL
• IL
• IN
• MD
• MI
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• SC
• TX
• VA
• VT
• WA

Jill provides essential support, striving to present our clients with service excellence and the appropriate solutions to their investment-related questions and concerns. She assists our team by implementing all portfolio recommendations and changes and preparing client reviews and proposals. Jill is a client advocate on the debt side of the balance sheet, processing and servicing credit lines and guiding clients through the mortgage process. She also works closely with Nancy to provide additional team and client aid as needed. A member of Trudeau Wealth Management since 2013, Jill has been with UBS since 2006. She holds series 7, 66, and 9/10 securities licenses through FINRA in addition to a degree in Finance from Oakland University.

Jill thrives on challenges, which is why she runs year-round with her husband, Bob. Through running Jill supports local organizations and charities, particularly animal shelters and rescue groups, participating regularly in charitable 5K runs throughout Southeast Michigan and beyond. When not running Jill and Bob are often hosting or visiting with family, including five beautiful grandchildren. 

Cathy joined the Vigi Private Wealth Management Group in 2013 as Client Service Associate.  After spending 23 years as the Director of Human Resources for the Detroit office of Young & Rubicam Brands, a global marketing/communications company and division of WPP, Cathy left the corporate sector and joined the Michigan OK2SAY student safety program as a presenter. Originally established as the Michigan Cyber Safety Initiative, Cathy presented student safety education programs in schools across Michigan for students in 4th through 12th grades.

During her tenure with Y&R Brands, Cathy served on the Board of Directors and Executive Committee of Big Brothers/Big Sisters of Metropolitan Detroit and now is an active volunteer with her church's Activities Committee.  Cathy is a graduate of Michigan State University and resides in Northville. She and her husband, Bob, have two sons, and one grandson.

• MI

Courtney joined the Vigi Private Wealth Management Group in 2021 as a Client Service Associate. Courtney specializes in delivering superior service to the group’s clients by providing support as they pursue their family’s goals.

Courtney previously worked in the sports and entertainment industry for nearly 10 years, most recently as the Community Impact Manager for the Detroit Tigers. She played basketball at Kalamazoo College where she received her bachelor’s degree and has a master’s degree from the University of Michigan.

Courtney and her husband, Ryan, and their daughter Charlotte reside in Royal Oak, Michigan. She is an avid Michigan football/basketball fan and enjoys spending weekends at Wamplers Lake in the Irish Hills.

Lea joined the Vigi Private Wealth Management Group in 2022 as a Client Service Associate. Lea focuses on analytics and digital marketing while delivering the highest level of service to the group’s Ultra High Net Worth clients.

Lea previously worked as the Digital Marketing Manager for Detroit Public Television. She received her bachelor’s degree from the University of Michigan and currently resides in Northville with her three rescue cats.

Nancy has a passion for providing all of our clients with individual attention, servicing many diverse requests. She is our clients' primary contact, drawing on her extensive knowledge and experience. Nancy joined Trudeau Wealth Management in 2015, and she has been working in the industry since 2007. She works with our clients and prospective clients to anticipate needs, resolve problems, and follow through. Nancy provides service with her signature smile, whether assisting with financial reporting, tax reporting, or opening a new account. She strives to make our clients' lives easier; figuring out solutions to problems that clients didn't know could be solved. In addition, Nancy also works closely with Victoria, implementing client outreach such as newsletters and events and providing financial planning support.

Outside of the office, Nancy is an avid historical fiction reader and gardener. She and her husband, Chris, live in Almont, and devote much of their time to family, maintaining close relationships with their adult children and two handsome grandsons.