My Biography



Timothy focuses on the needs of senior automotive industry executives. Experience managing concentrated stock, restricted stock, and stock options help him understand the planning needs of his clientele. Timothy works closely with compensation professionals within his client's companies, allowing a detailed understanding of complex, company specific planning decisions. Decisions often involve tax and legal professionals, ensuring a successful and comprehensive approach to planning and asset management. Timothy and his wife Jennifer reside in Northville, MI with their three daughters.

Professional Experience

  • UBS Financial Services Inc.  - Vice President - Investments
    Plymouth, MI  - March 2009  - Present
  • Citigroup Smith Barney  - 2nd Vice President - Investments
    Farmington Hills, MI  - January 2001  - March 2009
  • Bell & Howell/ ProQuest  - Director of Content Development
    Ann Arbor, MI  - August 1997  - December 2000

Accomplishments

  • Smith Barney Blue Chip Council member 2002, 2003, 2004

Education

  • Michigan State University; Bachelor of Arts - Politcal Science

Licenses

  • Series 7, General Securities Representative
  • Series 31, Managed Futures Representative
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • State of Michigan, Life, Health & Variable Insurance Licensed

Personal & Community

  • Jaguar Affiliates of Michigan/ Board of Directors

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, MI, MN, NV, OH, TN, TX


Timothy Mistry

Timothy Mistry
First Vice President Wealth Management

730 Penniman Avenue
Plymouth, MI 48170
734-416-1109


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