Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Young family at the beach

Jack Stonhaus

Senior Vice President–Wealth Management

Jack, who began his financial career in 1983, has considerable experience serving the diverse financial and investment needs of investors and providing retirement plans for individuals and institutions. He has worked with Dean Witter and its successor, Morgan Stanley, for more than 15 years as a Senior Vice President - Investments before joining UBS in 2009. Jack has served the community for many years, conducting retirement and investment seminars for The California Public Employees' Retirement Systems (CalPERS), the California Highway Patrol, the I.R.S. and the California Teachers Association.

Jack is also a long time friend to the Valley Children's Hospital Foundation, Fresno Rescue Mission, Fresno Crimestoppers, Doctors Without Borders, and served on the Fresno State Foundations Investment Advisory Council. In 2015, Jack received an Outstanding Citizen Award from the Fresno Police Chief Jerry Dyer and the Fresno & Madera Counties Police Chiefs' Association.

Jack and his wife, Vicki, have been married for more than 41 years, and are proud parents of two children and reside in Fresno.

Registered States:
  • AR
  • AZ
  • CA
  • FL
  • ID
  • IN
  • MA
  • MT
  • NV
  • NY
  • OR
  • SD
  • TN
  • VA
  • WA
  • WY


  • Bachelors Degree, California State University at Fresno
Fig Garden Financial Center
5200 N Palm - Suite 101
Fresno, CA 93704
  • (559) 248-4024

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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