Nickolas Prieto is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 designations and 10 years of industry experience. He joined UBS in 2019 after working at Osborne Partners Capital Management and Brouwer & Janachowski. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Tarrab is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services such as fee-based financial planning and discretionary portfolio management.

Heidi Crocker is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC. Prior to her professional financial career, she spent twelve years engaged in homemaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.