Misty Jones - UBS Financial Services Inc.

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1455 1st St Fl 3
Napa, CA 94559
+1 (707) 254-1515
https://advisors.ubs.com

Newport Legacy Wealth Management, a division of UBS Financial Services Inc., is dedicated to providing customized financial strategies to help clients achieve their life goals through personalized advice and long-term relationships. With a focus on quality client service, the team actively engages with clients to understand their priorities and formulate a plan that reflects their vision for the future.

Led by experienced professionals like Douglas Cosgrove, Senior Vice President and CERTIFIED FINANCIAL PLANNER, along with Jon T. Dunavold, Senior Registered Client Associate, the firm employs a comprehensive approach known as UBS Wealth Way, which emphasizes key dimensions of financial planning: Liquidity, Longevity, and Legacy. This methodology assists clients in organizing their financial lives while accounting for various investment risks.

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