Roseville, CA Douglas Blvd Office

Erika Jimenez is a CFP®-certified financial advisor with 14 years of industry experience. She has been with UBS Financial Services in Roseville, CA since 2015. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor investment plans.

Jonathan Bolter is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 designations and having 39 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns a rental property in Truckee, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Lisa Beile is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She has been with UBS Financial Services since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Jodi Pieczynski is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with UBS since 1993. UBS Financial Services Inc. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Steven Rutledge is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment solutions.

Rachelle Miguel is a financial advisor with UBS Financial Services in Roseville, CA, holding a Series 66 designation and bringing 17 years of industry experience. She worked at Merrill from 2009 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing proprietary research and affiliated banking and lending programs.

Marleyna Rubin is a financial advisor at UBS Financial Services in Roseville, CA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank NA, as well as employment at the University of California, Merced. Rubin joined UBS Financial Services in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Barbara Fain is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at UBS in various capacities since 2015. Additionally, she has been involved in Randy Fain Pool Construction since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad set of capital markets and research resources.

George Chuchas is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member and investment liaison for the Annunciation Greek Orthodox Church of Sacramento. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Patricia Hawkins is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.