Your future. Your legacy.

How can we help bring your vision to life?

WLP

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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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.

  • 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
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VI
    • VT
    • WA

    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 advisor responsible for portfolio construction, in addition to multi-generational estate planning strategies, insurance, liability management and philanthropy. 

    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
      david.paduch@ubs.com
      David Paduch, CFP
      214 East Mountcastle Drive,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
      • IL
      • IN
      • KY
      • MA
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VI
      • VT
      • WA
      • WY


      Brandon began working for UBS Financial Services in 1998. Brandon is the lead advisor 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 E. Mountcastle Dr.
        Suite 1A
        Johnson City, TN 37601
        brandon.linton@ubs.com,tia.peace@ubs.com
        Brandon Linton
        214 E. Mountcastle Dr.,Johnson City,TN,37601
      • Mitchell-Tuell

        Mitchell Tuell, CFP

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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

        Mitch is a Financial Advisor and Vice President of Wealth Management at UBS Financial Services. He is the lead advisor 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
          mitchell.tuell@ubs.com
          Mitchell Tuell, CFP
          214 East Mountcastle Drive,Johnson City,TN,37601
        • DJ

          DJ Swatzell

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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

          DJ joined WLP Financial Group in late spring of 2023. DJ has been in the financial services industry for the last 18 years, and prior to joining WLP Financial Group, served clients in many different roles. His primary focus is assisting clients in reaching their financial goals and aspirations through sound advice.

          DJ earned his degree in Finance with a concentration in Corporate Finance and Investments from East Tennessee State University in 2005. He also completed his Financial Planning Certificate through the Terry College of Business at the University of Georgia in 2011.

          DJ lives in Johnson City with his wife and four children. Most of the time, you will find him on a ball field coaching youth sports or spending time with his family, but DJ also enjoys playing golf in his spare time. DJ serves on the finance committee of the Southern Appalachian Ronald McDonald House and sits on the national advisory board for the Ronald McDonald House Charities Investment Program.

            • East Tennessee State University, Finance
            • CERTIFIED FINANCIAL PLANNER™
            214 East Mountcastle Drive
            Suite 1700
            Johnson City, TN 37601
            dj.swatzell@ubs.com
            DJ Swatzell
            214 East Mountcastle Drive,Johnson City,TN,37601
          • Tia-Peace

            Tia Peace

            Wealth Strategy Associate

            Accredited Wealth Management Advisor℠

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            • CO
            • FL
            • GA
            • IN
            • NC
            • OH
            • 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
              • Accredited Wealth Management Advisor℠
              214 East Mountcastle Drive
              Suite 1700
              Johnson City, TN 37601
              tia.peace@ubs.com
              Tia Peace
              214 East Mountcastle Drive,Johnson City,TN,37601

            Why does A.I. in space matter?

            Outlook on interest rates

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            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

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            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

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            UBS is a leading and truly global wealth manager

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