Bloomington, MN Normandale Lake Blvd. Office

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Meghan Blair Juedes is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 65 designations and previously worked at RBC Capital Markets LLC. from 2018 to 2022. Meghan is based in Bloomington, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor strategies for clients.

Wendy Oldendorf is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses with 35 years of industry experience. She has worked at UBS since 2006 and has prior experience with Piper Jaffray Inc., Dain Bosworth Incorporated, Byeslys, and Chip Rice BC Financial. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Miller is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2006. Outside of his advisory role, he owns Son Light Productions, a nonprofit video production company that creates content to help organizations communicate their messages. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Stacey Michels is a financial advisor with UBS Financial Services in Kailua, HI, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Scott Swenson is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocation to tailor strategies to client goals.

Craig Zeeb is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Julie Mize is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. She previously worked for U.S. Bancorp Investments, Inc. for nine years before joining UBS in 2021. Outside of her advisory role, she is involved as a sales representative for Norwex USA and has worked as a cashier at Lunds and Byerlys. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering a broad range of wealth management and institutional trading capabilities.

Parker Weber is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union, Citizens State Bank, US Bank, and UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Aleksandra Munson is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she works as a sales associate at a women's athletic clothing store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

John Vaudreuil is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Peter Gabler is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has been with UBS Financial Services since 2006 and also has a long tenure at U.S. Bancorp Piper Jaffray starting in 2002. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of solutions including fee-based financial planning, portfolio management, and mutual fund distribution, combining institutional trading capabilities with wealth management services.

John Hedrick is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with UBS since 2009. He also serves as a trustee for a revocable trust managing funds for the children of a deceased friend. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with comprehensive wealth management services.

James Hay is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and having 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Calvin Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.