Insight-based advice

Vaudreuil Wealth Management

With over 90 years of combined experience, the Vaudreuil team is dedicated to steering our clients through today's market uncertainty with practical, relevant and forward thinking advice. Beyond just weathering market downturns, we believe in turning that volatility into potential opportunities. With the right balance of careful planning and confident action, we have the courage and wisdom to help you avoid missteps.

Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. Through relevant strategies and our global capabilities, we provide comprehensive services that include wealth transfer planning, investment management, and lending solutions. We approach every client as an individual, but for every client our end goal is the same: financial confidence.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas Vaudereuil

    Thomas Vaudreuil

    Senior Vice President–Wealth Management

    Financial Advisor

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    Tom has served continuously since 1985 as a financial advisor to business owners, their families, and individuals to help them reach and sustain financial independence. With his extensive experience in investment analysis and portfolio management, Tom designs personalized investment strategies for clients aimed at maximizing the chances that they reach their financial goals while minimizing the chances of missing them. Leveraging his advanced training, he specializes in tax efficient strategies that generate income, increase capital, and seamlessly transfers wealth between generations.

          8500 Normandale Lake Boulevard
          Suite 210
          Bloomington, MN 55437
        • John Thomas Vaudreuil

          John Thomas Vaudreuil, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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          John joined Tom and after four seasons of playing professional basketball internationally. John holds both the Series 7 and Series 66 securities licenses..

          John is a graduate of the University of Minnesota Duluth's Labovitz School of Business. He holds an M.B.A. as well as a BBA with an emphasis in finance. John earned a scholarship as he competed on UMD's basketball team and as a pitcher on the baseball team. Off the court he was voted the university's Male Scholar Athlete and was also a recipient of All-Conference academic accolades in both sports.

          With his experiences in international basketball, John has become an avid traveler. Having lived in Western Australia and Taipei during his playing career, he has continued his travels to 14 additional countries. A native of Bloomington, MN he also enjoys participating in the local offerings of hunting, fishing, boating, and snowboarding.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

              8500 Normandale Lake Boulevard
              Suite 210
              Bloomington, MN 55437
            • Jana Vaudreuil

              Jana Vaudreuil

              Wealth Strategy Associate

              Accredited Wealth Management Advisor℠

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                • University of Minnesota - Twin Cities: 2013 - 2017
                • Accredited Wealth Management Advisor℠
                8500 Normandale Lake Boulevard
                Suite 210
                Bloomington, MN 55437
              • Julie Mize

                Julie Mize

                Client Associate

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                • MN
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                • NY
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                • WI

                      8500 Normandale Lake Boulevard
                      Suite 210
                      Bloomington, MN 55437

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

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