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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Vice President–Wealth Management
Jack joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management, where he began his career as a Financial Advisor.
Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is committed to helping clients find creative solutions to complex financial issues.
Jack received a BA in Political Science from Pennsylvania State University and earned the CERTIFIED FINANCIAL PLANNER™ designation after completing an intensive educational program, passing a rigorous examination and meeting stringent experience requirements. Jack adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Jack played varsity baseball at Penn State and the University of Rhode Island. When he is not helping clients implement financial strategies, he enjoys the outdoors, golfing, skiing, traveling and spending time with friends and family.
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.
Education
Credentials
Lets connect
Vice President–Wealth Management
Jack joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management, where he began his career as a Financial Advisor.
Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is committed to helping clients find creative solutions to complex financial issues.
Jack received a BA in Political Science from Pennsylvania State University and earned the CERTIFIED FINANCIAL PLANNER™ designation after completing an intensive educational program, passing a rigorous examination and meeting stringent experience requirements. Jack adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Jack played varsity baseball at Penn State and the University of Rhode Island. When he is not helping clients implement financial strategies, he enjoys the outdoors, golfing, skiing, traveling and spending time with friends and family.
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.
Education
Credentials
Lets connect
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
