Joel Robinson Nichols, CFP, CFS is a First Vice President of Wealth Management at UBS Financial Services Inc. in Jacksonville, FL. With a focus on understanding clients' needs and goals, Joel helps organize their financial lives and create plans that span short-term needs to long-term aspirations. With a strong educational background in financial planning and extensive credentials, Joel provides expert guidance and support to clients in managing their wealth.
UBS Financial Services Inc. is a global leader in wealth management, with over $3.9 trillion in invested assets globally. With a presence in 51 countries, UBS offers a wide range of products and services to help clients achieve their financial goals. Backed by the strength and resilience of UBS, clients can trust in the expertise and experience of the firm to navigate through various financial challenges and market opportunities. Whether it's liquidity management, investment strategies, or estate planning, UBS provides comprehensive solutions tailored to individual needs.
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