Misty Jones - UBS Financial Services Inc. is a reputable wealth management firm located in Napa, CA. Led by Misty Jones, a Senior Vice President and Portfolio Manager, the team specializes in providing personalized financial planning and investment solutions to individual clients and their families. With over two decades of experience in the investment industry, Misty is dedicated to helping clients achieve their life goals by creating tailored investment portfolios and offering comprehensive wealth planning resources.
Misty Jones is a highly recognized professional, having received accolades such as Forbes America's Top Women Wealth Advisors in 2020 and Forbes Best-in-State Wealth Advisors in 2023. In addition to her expertise in wealth management, Misty is actively involved in various community service organizations, reflecting her commitment to making a positive impact in the local community. With a strong focus on client satisfaction and long-term relationships, Misty Jones - UBS Financial Services Inc. is a trusted partner for individuals seeking comprehensive wealth management solutions.
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