Lasting relationships. For all that matters

Farah Wealth Management Group Profile Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Farah Profile Photo

    John Farah

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IA
    • IL
    • IN
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA

    John Farah is a Vice President and Senior Portfolio Manager in the Advisory and Brokerage Services division at UBS Financial Services.  He is currently a Certified Financial Planner and Chartered Retirement Planning Counselor.

    A Customized Approach

    John has been a Financial Advisor for over 37 years.   The relationships John has with his clients is what he loves most about his profession.  Working with each individual to develop a financial plan, John tailors wealth management strategies to fit his clients goals and objectives prior to and throughout retirement.  In an ever changing world, the one thing that hasn’t changed is putting the client first and serving the needs of the client.  John's concentrations are in Retirement Planning, Investments, Insurance and Banking Services including mortgages and lending.     

    Before UBS

    Prior to starting his career as a Financial Advisor, John graduated from Central Michigan University.  He received a Bachelor of Science degree in Business Management.  He joined the financial services industry in 1982 as a Financial Advisor at Roney & Co. He then spent over 19 years at Merrill Lynch in the Downtown Flint and Grand Blanc locations.  In December of 2008, John joined UBS Financial Services.

    Outside of UBS

    John was born and raised in Flint, Michigan.  He was a graduate of Flint Southwestern High School and currently resides in Davison, Michigan.  He has been married to his wife Theresa for more than 37 years.  They have three adult children, Kari, Jeffrey and Laura.  His two daughters are registered nurses and his son Jeffrey is a partner with him at UBS.  John has been a member and past president of the West Flint Optimist Club for over 40 years.   His hobbies include playing golf and music.  John and Theresa welcomed the addition of their first grandchild in November.        

      • Central Michigan University, Bachelor of Science degree in Business Management
      • CERTIFIED FINANCIAL PLANNER™
      8235 Holly Road, Suite 4
      Grand Blanc, MI 48439
    • Jeffrey Farah Profile Photo

      Jeffrey Farah

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • IA
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OK
      • PA
      • SC
      • TN
      • TX
      • VA
      • WI

      Jeffrey P. Farah is an Account Vice President at UBS Financial Services

      A Customized Approach

      Jeffrey joined UBS and the Farah Wealth Management Group in 2015 as a Financial Advisor.  Working together with clients, he utilizes goal based financial planning to help prepare clients for what lies ahead in their financial future.  Through this process, he works with his team to tailor investment, spending, and gifting strategies to achieve the goals set forth in the plan.  As the next generation in his team, he works with many clients children and grandchildren, teaching good financial habits and building a legacy of wealth across generations.

      Before UBS

      Prior to joining UBS, Jeffrey worked as an Analyst at Blue River Financial Group, a merger and acquisition advisory firm in Bloomfield Hills, MI and before that as the Finance Manager at a family owned CPA firm.  He completed his undergraduate coursework at Michigan State University, receiving a Bachelor of Arts in Finance in 2012 and his graduate coursework at the University of Notre Dame, receiving a Master's of Science in Finance in 2018. 

      Outside of UBS

      When he is not at the office, he can be found on the golf course with his family and friends, exploring one of the many great cities across the country, or cheering on his favorite college sports teams.  He currently resides in Royal Oak, MI. 

        • Michigan State University, Bachelor of Arts in Finance
        • University of Notre Dame, Master's of Science in Finance
          8235 Holly Road, Suite 4
          Grand Blanc, MI 48439
        • Tina Potasinski Profile Photo

          Tina Potasinski

          Senior Wealth Strategy Associate

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          • AZ
          • CO
          • FL
          • IL
          • IN
          • MI
          • OH

          Tina Potasinski is a Registered Client Service Associate

          A Customized Approach

          With over 25 years of financial services industry experience, Tina joined UBS in 2008 as a Branch Service Associate in the Great Lakes Operations Center.  After she became a Registered Client Service Associate for a team of financial advisors in the Birmingham, Michigan office.  In December of 2019, she joined the Farah Wealth Management Group.  With her securities licenses, and a diverse background in the industry, Tina adds the knowledge, understanding, and experience to deliver the true meaning of client service. 

          Before UBS

          Tina began working in the Financial Services industry in 1993 at First of Michigan. She has also worked at Hilliard Lyons, and JPMorgan Chase.

          Outside of UBS

          Tina resides in Lake Orion, Michigan with her husband Larry, her son Wyatt, and their three dogs. She enjoys spending her free time with her family camping, hiking, and volunteering with Boy Scouts of America.

                8235 Holly Road, Suite 4
                Grand Blanc, MI 48439
              Multigenerational planning

              Multigenerational planning

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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