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Bradley M

Series 63

Elk Grove, CA

UBS Financial Services

Bradley Mitchell is a financial advisor with UBS Financial Services in Elk Grove, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1989. Outside of his advisory role, he serves as an industry arbitrator on FINRA securities arbitration panels and acts as a successor trustee managing the settlement of a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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