Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Couple surfboards

Joy Ellison

Vice President–Wealth Management

Joy Ellison is an experienced financial advisor. She is an astute student of economics and financial markets with a bachelor's degree from the University of California, Davis. She has worked as a financial advisor in the San Mateo, California bay area since 1984.


Personal & Community

  • Rotary International since 1988
Registered States:
  • CA
  • CO
  • LA
  • NC
  • NV
  • NY
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • B.S., University of California, Davis
400 South El Camino Real
Suite 900
San Mateo, CA 94402
  • (650) 696-1389

Email Me

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights