Your life. Your wealth. Your future.

Pursue what matters most

WLP-Financial-Group

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

WLP Financial Group

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.

  • David-Paduch

    David Paduch, CFP

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VI
    • VT
    • WA
    • WY

    David began his career in the financial services industry with Merrill Lynch as a Financial Advisor in 1998 before joining UBS in 2004. In 2008, he received his CFP® designation. David is a Wealth Advisor and Senior Portfolio Manager, providing highly personalized wealth management services to his clients. He is the team’s lead partner responsible for portfolio construction, in addition to multi-generational estate planning, insurance, liability management and philanthropy. He is a member of the UBS Director Council.

    When not at work, David enjoys spending time with his wife Leslie and daughter Allison, a student at Samford University.

      • East Tennessee State University, B.A. Accounting
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      • Wealth Advisor
      • Senior Portfolio Manager
      214 East Mountcastle Drive
      Suite 1700
      Johnson City, TN 37601
    • Brandon-Linton

      Brandon Linton

      Senior Vice President–Wealth Management

      Corporate Stock Benefit Analyst

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VI
      • VT
      • WA
      • WY


      Brandon began working for UBS Financial Services in 1998. Brandon is the lead partner responsible for the team’s fixed income strategies, 10b5-1 trading plans, annuity selection and placement.

      He is passionate about helping clients achieve their life’s goals, and about providing them with confidence when it comes to their financial situation. He builds his work on a foundation of strong personal relationships, taking time to understand each client’s vision of what their future looks like. He knows the value of always seeing clients as individuals, and of earning and keeping their confidence.

      Brandon and his wife, Loesje, have 3 grown children and three grandsons.

        • University of Tennessee, B.S. Business
        • Corporate Stock Benefit Analyst
        214 East Mountcastle Drive
        Suite 1700
        Johnson City, TN 37601
      • Mitchell-Tuell

        Mitchell Tuell, CFP

        First Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • VI
        • VT
        • WA
        • WY

        Mitch is a Vice President of Wealth Management at UBS Financial Services. He is the lead Partner in charge of Corporate Retirement Plans, Financial Planning and Business Development for the team. Mitch served as an active duty Army Officer and attack helicopter pilot for almost eight years and following his military service earned an MBA from East Tennessee State University. He is active in several charities, including the mentorship of returning Iraq/Afghanistan veterans in an effort to assist with their reintegration into civilian life following military service.

        Mitch and his wife Dawn live in Johnson City with their two children, Ashley and Ethan. They all love the outdoors and will spend much of their free time hiking and camping throughout the region.

          • ETSU, MBA
          • ETSU, B.S. Political Science
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Plans Specialist℠
          • Certified Exit Planning Advisor
          • Portfolio Manager
          214 East Mountcastle Drive
          Suite 1700
          Johnson City, TN 37601
        • Tia-Peace

          Tia Peace

          Client Associate

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          • CO
          • FL
          • GA
          • IN
          • NC
          • PA
          • SC
          • TN
          • TX
          • VA


          Tia has been with WLP Financial Group since 2012 and is responsible for the day-to-day operations of client accounts and she is dedicated to providing clients with the highest level of service. Tia provides personal attention to every client and is passionate about helping others. She has earned her FINRA Series 7 and 66 licenses, as well as state insurance licenses. Tia has worked in the financial services industry for over 10 years. She graduated from Tennessee Tech University with a Bachelors Degree in Finance. She lives in Kingsport with her husband, Jonathan and their daughter.

            • Tennessee Tech University, Finance
              214 East Mountcastle Drive
              Suite 1700
              Johnson City, TN 37601
            • Ashley

              Ashley Price

              Client Associate

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                Ashley joined WLP Financial Group in 2018. Prior to joining UBS, Ashley worked at GPM Investments for over 5 years in the accounting department. Ashley’s strong people skills and dedication to building relationships help her deliver a high level of client care. She is charged with on-boarding new clients, managing and maintaining accounts, administrative support and additional operations. She lives in Johnson City with her Fiancé’ and their pug, Dexter.

                      214 East Mountcastle Drive
                      Suite 1700
                      Johnson City, TN 37601
                    • Spencer

                      Spencer Tabor

                      Client Associate

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                      • TN

                      Spencer joined WLP Financial Group in 2021. Prior to joining UBS, he worked as a Financial Relationship Senior Consultant at Regions Bank since 2018. Spencer assists in all client service and operational responsibilities for the team including preparation of statements, portfolio reviews, and tax documents. He received a B.B.A. in Marketing from Morehead State in KY. Spencer and his wife, Sydney are enjoying life in East TN.

                        • Morehead State, BBA Marketing
                          214 East Mountcastle Drive
                          Suite 1700
                          Johnson City, TN 37601

                        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.

                        Backed by the strength of UBS

                        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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