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Nicholas Hunt, Cfp® Email & Phone Number

Senior Vice President - Wealth Management at UBS at UBS

Location: Menlo Park, California, United States 5 work roles 3 schools

1 work email found @ubs.com 5 phones found area 415, 925, and 715 LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 86%

Current company

UBS

Role

Senior Vice President - Wealth Management at UBS

Location

Menlo Park, California, United States

Company size

81377 employees

Who is Nicholas Hunt, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nicholas Hunt, Cfp® is listed as Senior Vice President - Wealth Management at UBS at UBS, a company with 81377 employees, based in Menlo Park, California, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 415, 925, 715, and a matched LinkedIn profile for Nicholas Hunt, Cfp®.

Nicholas Hunt, Cfp® previously worked as Senior Vice President - Wealth Mangement at Ubs and First Vice President - Wealth Management at Ubs. Nicholas Hunt, Cfp® holds Bachelor Of Science (Bs), Finance And Financial Management Services from University Of Wisconsin-Eau Claire.

Company email context

Email format at UBS

This section adds company-level context without repeating Nicholas Hunt, Cfp®'s masked contact details.

*@ubs.com

71% confidence

AeroLeads found 1 current-domain work email signal for Nicholas Hunt, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Nicholas Hunt, Cfp®

As a First Vice President at UBS and a CERTIFIED FINANCIAL PLANNER™, I concentrate on wealth management for high net worth investors, provide employee stock option guidance, design and manage corporate 401(k) plans and the implement strategies for the complex needs of business owners who are growing, transitioning or exiting their enterprise. My wife Margaret and I have two daughters. I enjoy spending time with family, traveling, skiing, and volunteering./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Current workplace

Nicholas Hunt, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ubs

Senior Vice President - Wealth Management at UBS

zurich, zurich, switzerland

Website

ubs.com

Employees

81377

AeroLeads page

Company profile

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5 roles

Nicholas Hunt, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Wealth Mangement

Current

Ubs

Feb 2022 - Present

First Vice President - Wealth Management

Ubs

Menlo Park, California, United States

Aug 2020 - Feb 2022

Financial Advisor

Ameriprise Financial Services, Llc.

San Francisco Bay Area

My approachI care about what’s important to you. Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college.
Retirement Planning Strategies
Investments
Tax Planning Strategies
Executive Compensation and Benefit Strategies
Family Finances

Mar 2012 - Aug 2020

Northern California Insurance Claims Operations Manager

Progressive Insurance

San Francisco, Concord, Pleasanton, Novato, Petaluma, Ukiah & Eureka CA

Hired and developed large, diverse functional groups consisting of multiple teams of estimators and liability adjusters spread throughout Northern California. Educated Team Leaders about benefits packages, Department of Labor compliance and retirement plan benefits for employees. Completed successful campaigns to increase participation rates and deferral.

Jan 2002 - Jul 2013

Financial Paraplanner

American Express Financial Advisors

Chippewa Falls, WI

While working as a Financial Paraplanner at American Express Financial Advisors I helped transform clients retirement, educational and investment goals into reality by creating a financial plan with detailed budgeting, savings strategies, cash flow analysis, investment planning and tax considerations. Working with a mentor with 33 years in the financial.

Jun 2000 - Dec 2001

Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

LU

Lucia Uffer Colleague at Ubs Zurich, Zurich, Switzerland, Switzerland View → DM

Divya Maheshwari Colleague at Ubs Pune, Maharashtra, India, India View → AD

Azarell Diaz Colleague at Ubs Chula Vista, California, United States, United States View → HK

Hanseong Kim Colleague at Ubs Seoul, South Korea, Korea, Republic Of View → KJ

Kshiteej Jain Colleague at Ubs Pune, Maharashtra, India, India View → KS

Karthik Sabnis Colleague at Ubs Pune, Maharashtra, India, India View → JL

Jim Loney Colleague at Ubs San Jose, California, United States, United States View → MD

Marvin Deimel Colleague at Ubs Allschwil, Basel-Country, Switzerland, Switzerland View → BC

Beatrice Crescenti Colleague at Ubs Milan, Lombardy, Italy, Italy View → SC

Scott Cengia, Cfp® Colleague at Ubs Cincinnati, Ohio, United States, United States View →

3 education records

Nicholas Hunt, Cfp® education

Bachelor Of Science (Bs), Finance And Financial Management Services

University Of Wisconsin-Eau Claire

Bachelor Of Science (Bs), Accounting

University Of Wisconsin-Eau Claire

Education record

Mcdonell High School - Chippewa Falls, Wi

FAQ

Frequently asked questions about Nicholas Hunt, Cfp®

Quick answers generated from the profile data available on this page.

What company does Nicholas Hunt, Cfp® work for?

Nicholas Hunt, Cfp® works for UBS.

What is Nicholas Hunt, Cfp®'s role at UBS?

Nicholas Hunt, Cfp® is listed as Senior Vice President - Wealth Management at UBS at UBS.

What is Nicholas Hunt, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for Nicholas Hunt, Cfp® at UBS.

What is Nicholas Hunt, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 415, 925, 715 for Nicholas Hunt, Cfp® at UBS.

Where is Nicholas Hunt, Cfp® based?

Nicholas Hunt, Cfp® is based in Menlo Park, California, United States while working with UBS.

What companies has Nicholas Hunt, Cfp® worked for?

Nicholas Hunt, Cfp® has worked for Ubs, Ameriprise Financial Services, Llc., Progressive Insurance, and American Express Financial Advisors.

Who are Nicholas Hunt, Cfp®'s colleagues at UBS?

Nicholas Hunt, Cfp®'s colleagues at UBS include Lucia Uffer, Divya Maheshwari, Azarell Diaz, Hanseong Kim, and Kshiteej Jain.

How can I contact Nicholas Hunt, Cfp®?

You can use AeroLeads to view verified contact signals for Nicholas Hunt, Cfp® at UBS, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Hunt, Cfp® attend?

Nicholas Hunt, Cfp® holds Bachelor Of Science (Bs), Finance And Financial Management Services from University Of Wisconsin-Eau Claire.

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