UBS Institutional Consulting - Menlo Park Team - UBS Financial Services

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Nicholas Hunt is a Managing Director of Wealth Management at UBS Financial Services Inc., specializing in wealth management for high-net-worth investors, employee stock option guidance, and corporate 401(k) plans. With a background as a CERTIFIED FINANCIAL PLANNER, he focuses on addressing the complex needs of business owners who are growing, transitioning, or exiting their enterprises. With over eight years of experience as a Financial Advisor at Ameriprise Financial, Nicholas is recognized for his expertise, having been named in Forbes' Best in State Wealth Advisors for 2024-2025. He holds degrees in Finance and Accounting from the University of Wisconsin-Eau Claire and is dedicated to helping clients achieve their financial goals through comprehensive planning and personalized strategies. Generated from the website