Let's move forward. Together.

Road through mountains

Your success. Your clients. Our commitment

At UBS, our client conversations are ongoing. That's why we welcome Financial Advisors who are truly passionate about getting to the heart of what matters most to their clients. It's all about understanding clients' goals and needs and then developing a clear action plan that informs every solution they deliver. As one of the world's leading wealth management firms, UBS offers Financial Advisors an outstanding opportunity to develop customized strategies to help their clients work towards their wealth management goals as they take their own businesses to the next level.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Susan

    Susan Tunell

    Executive Director

    Market Director

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    • AZ
    • CA
    • NM
    • TN

    With 23 years of experience in the Financial Services industry, Susan’s unique background which encompasses extensive work with advisors and time as an advisor herself, combined with holding multiple positions within Market leadership, make her a superb partner for her advisor teams. Her deep understanding of UBS, coupled with her hands-on experience and leadership skills, provides an impressive foundation for driving growth and success.

    Susan most recently held the position of Associate Market Executive for the Greater California/Nevada Market. Prior to that, she served as the Digital Specialist for the Desert Mountain Market.  Susan began her career with UBS International before moving to Merrill Lynch International and eventually transitioned to a FA with Chase Investments and Oppenheimer & Co. Susan graduated from University of Arizona with degrees in English Literature, Spanish and a Certificate in International Business. She now lives in Los Angeles with her husband, Troy.

          251 South Lake Avenue
          10th Floor
          Pasadena, CA 91101
          susan.tunell@ubs.com
          Susan Tunell
          251 South Lake Avenue,Pasadena,CA,91101
        • Liz

          Elizabeth Metal

          Director

          Market Administrative Officer

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          • CA
          • NV

          Elizabeth Metal is the Market Administrative Officer serving the Greater California/Nevada Market as well as the local Administrative Manager for Brea.  In this role, Elizabeth is responsible for overseeing the day to day activities of the advisor teams. 

          Elizabeth joined UBS Financial Services Inc. as a Complex Administrative Manager in October 2009. She held various roles within the firm including Regional Administrative Officer for the Southwest Region and Market Administrative Officer for the San Diego Market. Prior to joining UBS, she spent 10 years with Merrill Lynch in Newport Beach where she started her career in the industry.

          Elizabeth holds a BS in Business Administration Finance from California State University, Long Beach and an MBA with a concentration in Marketing from the University of Dallas.

          As a Southern California native, Elizabeth enjoys spending time outside the office with her family, husband Michael and their daughters Kaylin, and Kalani playing sports, hiking, and relaxing at the beach.

                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740
                elizabeth.metal@ubs.com
                Elizabeth Metal
                3030 Old Ranch Parkway,Seal Beach,CA,90740
              • Richard headshot

                Richard Valle

                Director

                Supervisory Officer

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                • CA

                Richard Valle is a Supervisory Officer within the Greater California/Nevada Market. He comes to the Market with 14 years of UBS and overall industry experience. Over the course of his career, he has held various leadership positions in Operations, as well as other Supervisory roles, most recently in the West Los Angeles Market. He enjoys outdoor activities with his wife and three children, including coaching his boys Little League teams, and traveling.

                      251 South Lake Avenue
                      10th Floor
                      Pasadena, CA 91101
                      richard.valle@ubs.com
                      Richard Valle
                      251 South Lake Avenue,Pasadena,CA,91101

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                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

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