Lasting relationships

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Mike Mimick is the Midwest Market Head of the Client Advisory Group for Wealth Management USA. He is responsible for domestic business within the nine offices located in Kansas, Missouri, Nebraska and Oklahoma. He oversees 130 Financial Advisors and 115 support staff who manage a combined total of over $30 billion in client assets. Focused on providing a full range of solutions to address client needs, Mike’s vision for the Midwest Market is to be the firm of choice for Wealth Management clients and advisors alike in the communities we serve.

Mike joined UBS in 2005 and has held prior leadership roles with UBS in Colorado, Nevada and Utah. In his 16 years with UBS, Mike has been recognized five times as a Leadership Council award winner, an honor given annually to the top field talent within UBS. After graduating from the University of Nebraska at Omaha with a BS in Finance and Banking, Mike held a variety of leadership roles, including financial advisor, in the financial services industry before joining UBS. He holds the Certified Investment Management Analyst® (CIMA®) designation through the Investment & Wealth Institute and University of Pennsylvania—The Wharton School.

Helping his community is an integral part of Mike’s life. He is a past recipient of the UBS Community Involvement award, which focuses on working with UBS’s strategic nonprofit partners to give back to the community. Mike’s own involvement with charitable organizations includes mentoring our service members and veterans through American Corporate Partners and volunteering for Ronald McDonald House, City Union Mission, the Great Plains SPCA and Harvesters Community Food Network.

Michael and his wife, Dawn, live in Leawood, Kansas, and have two adult children. Mike is an avid golfer, enjoys fitness, is a passionate University of Nebraska Athletics fan and likes American history novels. He and Dawn enjoy traveling to Colorado and Napa Valley together.

• AL
• AR
• DC
• FL
• HI
• IN
• KS
• MA
• MD
• ME
• MI
• MO
• MT
• NE
• NH
• NJ
• OK
• OR
• PA
• SD
• UT
• VT
• WI

Amie has been in the wealth management industry since 2004, starting as a Client Associate with Merrill Lynch. After spending 15 years in a client facing capacity, she shifted to a leadership position and now covers the states of Kansas, Missouri, Oklahoma, and Nebraska as Market Administrative Officer.

Amie is passionate about serving in her community and church. As a mom of an Autistic child, she is especially passionate about connecting with other special needs parents and kids. Outside of work, she can usually be found spending time outside with her family, cooking out with neighbors, or finding a new hiking trail to explore.

• IA
• IL
• KS
• MO
• NE
• OK

Marchelle joined UBS Financial Services in 2012 and has over 31 years of experience in the financial industry in various client facing roles at leading brokerage firms before going into management roles which focus on areas regarding risk and regulatory compliance.  In 2012 Marchelle joined UBS as Complex Supervisory Officer for the Kansas City Market and currently serves as Supervisory Officer of the Midwest Market where she oversees compliance and regulatory duties primarily for the Kansas City, Missouri, Leawood and Wichita Kansas branches.  She believes that the ultimate UBS experience is having the tools to provide sound financial advice as a result of working in the best interest of the client.  Marchelle graduated from University of Central Missouri former Central Missouri State University with a BS in Business Administration and Personnel Management and has earned the Series 7, 9, 10, 31, 63,  65 securities licenses as well as a Health, Life and Annuity insurance licenses.

In her free time Marchelle enjoys her passion for singing by working in her church’s music ministry.   She also loves to spend time relaxing with her family by watching movies, reading a good suspense novel or traveling when time permits.