UBS Financial Services Inc. is a leading financial advisory firm with a branch office located in Bloomington, MN. With a team of experienced professionals, they are dedicated to building lasting relationships with their clients by understanding their priorities and concerns, and helping them pursue their life goals through customized strategies and quality client service.
Under the leadership of Bruce Wain, the Executive Director and Market Director, the Bloomington branch focuses on delivering unparalleled resources and creating an outstanding client experience. Kara Goetz, the Associate Director and Admin Manager, leads the team of client service and support associates, providing coaching and mentorship. With a commitment to excellence, UBS Financial Services Inc. aims to be the primary source of financial advice for individuals in the Bloomington area.
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