Experience Makes all the difference

Joseph A. Mansoor

Financial Advisor
248-737-5469
joseph.mansoor@ubs.com

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Joe is a proud alumni of Brother Rice High School and Oakland University. Prior to joining UBS, Joe spent 5 years at J.P. Morgan Chase as a Private Client Banker in Huntington Woods, Michigan. Joe was recognized as a national achiever three times representing Chase's top ten percent of bankers. As an advisor on the team, Joe is dedicated to connecting with investors on a personal level and works closely with each client to ensure that all of their financial needs – retirement planning, insurance, wealth transfer, lending in addition to portfolio management – are being met. He is proactive in reaching out to clients to help them achieve their financial goals, including partnering with their CPA and attorney to better address each situation. Outside of work, Joe loves spending time with his wife, Shanelle and their two daughters, Sienna and Juliette. Joe loves to golf, travel, and is a loyal fan of all Detroit sports, loves to golf, travel, and is a loyal fan of all Detroit sports.


Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, SD, TN, TX, WA


Kory Frost, CFP®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
248-737-5479
kory.frost@ubs.com

Kory is a graduate of the University of Michigan where he obtained a Bachelor Degree in Finance and is a CERTIFIED FINANCIAL  PLANNER™ . Prior to working for UBS he worked as a Financial Services Representative at FlagStar Bank and joined 360 Wealth Management Group in 2011. Kory has experience in investment & portfolio construction and helps to coordinate client financial planning and investment decisions. Kory functions as the team analyst within the 360 Wealth Management Group. This includes keeping up with current trends in the economic environment and how investments may be affected. With the help of all members of the team, Kory executes the investment strategies for each client. Kory enjoys watching sports, especially taking a trip to Ann Arbor to watch his Wolverines play Football and Basketball.


Registered States:
MI, NY, WA