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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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
    • LA
    • MA
    • MI
    • MN
    • MO
    • ND
    • NE
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    Tom has served continuously since 1988 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.

    Tom likes to spend his time teaching his four grandchildren to ski in Colorado. When in Minnesota, he enjoys golfing, hunting, and snowmobiling any chance he gets. 

      • University of Wisconsin - Eau Claire: 1980 - 1984
        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
        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • IL
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • ND
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • UT
        • WA
        • WI
        • WY
        • 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.

        • University of Minnesota Duluth's Labovitz School of Business, M.B.A.
          8500 Normandale Lake Boulevard
          Suite 210
          Bloomington, MN 55437
        • Jana Vaudreuil

          Jana Vaudreuil

          Wealth Strategy Associate

          Accredited Wealth Management Advisor℠

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IA
          • IL
          • MA
          • MN
          • MO
          • ND
          • NM
          • NY
          • OH
          • OR
          • PA
          • SD
          • WI

          Jana began her career at UBS in 2019. She received her undergraduate degree from the University of Minnesota – Twin Cities and also holds her designation as a CFP® professional as well as an Accredited Wealth Management Advisor℠. She also holds her Series 7 & 66 licenses, as well as her Accident, Health & Life insurance license in Minnesota. Before joining UBS, Jana also became a designated Microsoft Office Specialist, which has translated to her work at UBS seamlessly.

          Jana has a passion for getting to know the families that she works with. She is committed to helping our clients achieve their financial goals, as well as assisting to educate and work with the rising generations. She is disciplined in her work and offers timely responses to ensure her clients are at ease and that their plans continue to progress effectively.

          Jana lives in Prior Lake and spends her time getting outside with her two dogs. She is an avid runner and skiier, both downhill and cross country. 

            • University of Minnesota - Twin Cities
            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            8500 Normandale Lake Boulevard
            Suite 210
            Bloomington, MN 55437
          • Julie Mize

            Julie Mize

            Client Associate

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IA
            • IL
            • MA
            • MN
            • MO
            • ND
            • NM
            • NY
            • OH
            • OR
            • PA
            • SD
            • WI

            Julie Mize joined the Vaudreuil team in 2021, but her career in the industry started in 1990. With 33 years of experience, Julie is committed to her role to assist you with any administrative needs regarding your accounts. She holds her Series 7 & 66 licenses, as well as her Minnesota Life Insurance license.

            Julie is dedicated to helping the families she works with achieve their goals. 

            She enjoys going on walks with her dog, Louie, and spending time with her son, daughter-in-law, and new grandchild. She is also an avid cook and loves making meals for her friends and family.

                  8500 Normandale Lake Boulevard
                  Suite 210
                  Bloomington, MN 55437

                US banking sector update: Where we are now

                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

                Global leader

                UBS is a world-leading wealth manager

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