Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
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.
Education
Vice President–Wealth Management
Financial Advisor
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.
Education
Client Associate
Maria Francisco is a Team Associate at UBS Financial Services
A Customized Approach
Maria joined UBS in 2022 as a Periodic KYC Reviews Analyst in the Nashville, TN office. After working on the bank’s compliance side, Maria made the switch and joined the Farah Wealth Management Group in Grand Blanc in December of 2023 returning to Michigan, her home state. As a young professional in the finance industry Maria provides a unique prospective to the business, looking for innovative ways to improve relations and maintain a positive client experience.
Before UBS
Maria completed her undergraduate degree at Michigan Technological University in Houghton, MI. She received her Bachelor of Science in Finance, with a minor in Financial Technology in 2021.
Outside of UBS
Originally from Cadillac, MI, Maria enjoys spending time with friends, hiking, volunteering, and traveling to new places to try new foods and make lasting memories. Maria currently resides in Fenton, MI.
Client Associate
Maria Francisco is a Team Associate at UBS Financial Services
A Customized Approach
Maria joined UBS in 2022 as a Periodic KYC Reviews Analyst in the Nashville, TN office. After working on the bank’s compliance side, Maria made the switch and joined the Farah Wealth Management Group in Grand Blanc in December of 2023 returning to Michigan, her home state. As a young professional in the finance industry Maria provides a unique prospective to the business, looking for innovative ways to improve relations and maintain a positive client experience.
Before UBS
Maria completed her undergraduate degree at Michigan Technological University in Houghton, MI. She received her Bachelor of Science in Finance, with a minor in Financial Technology in 2021.
Outside of UBS
Originally from Cadillac, MI, Maria enjoys spending time with friends, hiking, volunteering, and traveling to new places to try new foods and make lasting memories. Maria currently resides in Fenton, MI.
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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