Joel Jason and Tracy Collins are Senior Vice Presidents of Wealth Management at UBS Financial Services Inc. in Norfolk, VA. With a focus on insight-based advice, they listen to their clients' priorities and concerns to help them confidently pursue their life goals. Their team provides quality strategies customized to individual needs, aiming to be the primary source of financial advice for their clients.
Tracy Collins, a Hampton Roads native, has been in the Financial Services industry since 1989 and is actively involved in her local community, supporting various charitable organizations. She specializes in retirement plans, financial planning strategies, portfolio management, lending, and insurance services. Joel Jason and Tracy Collins work together to develop long-term relationships with their clients through a commitment to quality client service.
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