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Jon D
Series 66
Viejo, CA
UBS Financial Services
Jon Dunavold is a financial advisor with UBS Financial Services in Viejo, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Painewebber Inc. since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages conflicts of interest through fiduciary financial planning services.
Noelle O
CFP®, Series 66
Mission Viejo, CA
UBS Financial Services
Noelle Oh is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she also serves as a notary public in Santa Barbara, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.
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