Senior Vice President–Wealth Management
Financial Advisor
John is a Senior Vice President - Wealth Management, Portfolio Manager with UBS Financial Services. He has over 30 years of experience managing client assets. John is a graduate of the University of San Francisco and has completed graduate courses with The Wharton School.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
John is a Senior Vice President - Wealth Management, Portfolio Manager with UBS Financial Services. He has over 30 years of experience managing client assets. John is a graduate of the University of San Francisco and has completed graduate courses with The Wharton School.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Julie is a First Vice President - Wealth Management, Senior Portfolio Manager with UBS Financial Services. She graduated from the University of California, Davis with a B.S. in Managerial Economics and has over 15 years of experience as a Financial Advisor. Julie is FINRA registered- and holds Series 7, 66 and 31 securities license as well as licenses for life, accident and health insurance and variable annuities. She is from the Bay Area and enjoys all competitive outdoor activities.
Education
Credentials
Let's connect
First Vice President–Wealth Management
Financial Advisor
Julie is a First Vice President - Wealth Management, Senior Portfolio Manager with UBS Financial Services. She graduated from the University of California, Davis with a B.S. in Managerial Economics and has over 15 years of experience as a Financial Advisor. Julie is FINRA registered- and holds Series 7, 66 and 31 securities license as well as licenses for life, accident and health insurance and variable annuities. She is from the Bay Area and enjoys all competitive outdoor activities.
Education
Credentials
Let's connect
Senior Client Associate
Danelle is a Senior Registered Client Service Associate with 30 years of experience in the financial services industry. She enjoys interacting with clients and assisting them with any concerns they may have. Originally from San Leandro, Danelle currently resides in the Tri-Valley area and appreciates all the amenities the area has to offer.
Senior Client Associate
Danelle is a Senior Registered Client Service Associate with 30 years of experience in the financial services industry. She enjoys interacting with clients and assisting them with any concerns they may have. Originally from San Leandro, Danelle currently resides in the Tri-Valley area and appreciates all the amenities the area has to offer.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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