Top Wealth + Best-in-State · rank 2 · Wayzata, Minnesota · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (UBS Financial Services Inc.) (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "4/10/2012"” — sec_finra_regulatory
- “Judy is a Managing Director with the Private Wealth Management Group of UBS.” — firm_official
- Parent company — UBS Group AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.” — firm_official
- “"bdSECNumber": "16267", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — Metcalf Fredrickson Group (high)
- “Meet the team - Metcalf Fredrickson Group - Wayzata, MN | UBS” — firm_official
- “As the Team Administrator for the Metcalf Fredrickson Group, she supports the clients and partners with Rob and Judy in the areas of Insurance, Wealth Planning, Client Service, Operations and Compliance, in addition to a” — firm_official
- Team size — 7 (medium)
- “Robert Metcalf” — firm_official
- “David is an Authorized Officer with UBS Private Wealth Management and a Senior Wealth Strategy Associate for the Metcalf Fredrickson Group.” — firm_official
- CRD — 4580067 (high)
- “"basicInformation": {"individualId": 4580067, "firstName": "JUDY", "middleName": "A.", "lastName": "FREDRICKSON", "otherNames": ["JUDY ANN FREDRICKSON", "JUDY ANN HARLAN"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 23 (high)
- “"daysInIndustryCalculatedDate": "10/30/2002"” — sec_finra_regulatory
- “Prior to joining UBS Private Wealth Management in 2012, Judy was a Principal and charter Member of the Senior Investment Advisory Group of Alliance Bernstein where she served her clients since 2002.” — firm_official
- Designations — other:CEPA (Certified Exit Planning Advisor) (medium)
- “Judy A. Fredrickson - Managing Director, Family Office Consultant, Certified Exit Planning Advisor - UBS Private Wealth Management / Wealth Mgt for Business Owners, Executives, Ultra-High Net-Worth Families | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 6100 (high)
- “Assets Under Management (Team): $6.1B (custodied)” — forbes_shook
- Account minimum ($M) — 25 (high)
- “Minimum Account Size for New Business: $25M” — forbes_shook
- Typical client net worth ($M) — 450 (high)
- “Typical Net Worth of Relationships: $150-750M” — forbes_shook
- Client niche — private business owners pre-transaction, and multigenerational ultra-high-net-worth families (high)
- “Judy assists private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth and takes an active role in facilitating family meetings and discussions around family gov” — firm_official
- “Rob and Judy specialize in providing sophisticated planning and investment management for high net-worth individuals, families, endowments, foundations, and corporations.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
- “"iaOnly": "N", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/metcalffredrickson/ (high)
- “Metcalf Fredrickson Group - Wayzata, MN | UBS” — firm_official
- Value proposition (verbatim) — Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture. (high)
- “Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to o” — firm_official
- Differentiators — "we are true relationship managers" — role framed beyond tactical investment guidance, Direct access to UBS Private Wealth Management's multinational investment and currency platforms, Deep experience in pre-transaction planning for business owners and managing assets of privately owned companies, Serve as integral members of the client's professional team alongside trust/estate attorneys and CPAs, Active facilitation of family governance meetings and next-generation education (high)
- “With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute ” — firm_official
- “Together they have deep experience in pre-transaction planning for business owners and the management of assets for privately owned companies. Rob and Judy serve as integral members of a client's professional team workin” — firm_official
- Content marketing — none (medium)
- “Insights” — firm_official
- Has podcast — no (medium)
- “Metcalf Fredrickson Group - Wayzata, MN | UBS” — firm_official
- Books published — 0 (medium)
- “Judy attended the University of Oregon where she earned a Bachelor of Science Degree from the Charles H. Lundquist College of Business. Judy is active in the Twin City community and has served in several board capacities” — firm_official
- Linkedin url — https://www.linkedin.com/in/judy-a-fredrickson-50bb271b/ (high)
- “Judy A. Fredrickson - Managing Director, Family Office Consultant, Certified Exit Planning Advisor - UBS Private Wealth Management / Wealth Mgt for Business Owners, Executives, Ultra-High Net-Worth Families | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Hall of Fame, 2025, Barron's Top 100 Women Advisors, 2016-2024, Barron's Top 1,200 Financial Advisors, 2016-2019, 2024, 2025, Barron's Top 250 Private Wealth Management Teams, 2024 (team), Barron's Top 100 Private Wealth Management Teams, 2022, 2023 (team) (high)
- “Barron's Top 100 Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024” — firm_official
- “Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2024, 2025” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://advisors.ubs.com/metcalffredrickson/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “” — firm_official
- “
- Visual brand notes — Standard UBS corporate template: red three-keys wordmark, white ground, restrained sans-serif; stock lifestyle photography (couple traveling, suspension bridge, philanthropy) plus uniform 289x273 headshots. No team-specific identity. (high)
- “” — firm_official
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