Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
JJ is a Senior Vice President-Wealth Management and Wealth Management Advisor at UBS Financial Services, Inc. He graduated from the George Washington University with a Bachelors of Accountancy in 1988 and a Masters in Taxation in 1989. He was at Merrill Lynch from 1992 to 2015. JJ joined UBS Financial Services in September, 2015.
JJ focuses on developing and executing strategic solutions based upon the risk tolerance, time horizon, liquidity needs and overall investment goals for complex financial needs of high net worth individuals. His other area of proficiency is establishing and managing retirement plans for small and mid-size businesses.
JJ is continually improving his skills as a Wealth Management Advisor through continuing education. In 2005 he earned his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards. In addition, JJ earned his designation as a CHARTERED RETIREMENT PLANNING COUNSELORSM in 2010. Both the CFP ® and CRPC ® allow him to focus on the pre and post retirement needs of individuals.
JJ and his wife, Chris, have two boys and live in Media, PA. He enjoys playing basketball, snowboarding and spending time with his family.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S. which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CRPC® and CHARTERED RETIREMENT PLANNING COUNSELORSM are registered service marks of the College for Financial Planning.
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
Senior Vice President–Wealth Management
JJ is a Senior Vice President-Wealth Management and Wealth Management Advisor at UBS Financial Services, Inc. He graduated from the George Washington University with a Bachelors of Accountancy in 1988 and a Masters in Taxation in 1989. He was at Merrill Lynch from 1992 to 2015. JJ joined UBS Financial Services in September, 2015.
JJ focuses on developing and executing strategic solutions based upon the risk tolerance, time horizon, liquidity needs and overall investment goals for complex financial needs of high net worth individuals. His other area of proficiency is establishing and managing retirement plans for small and mid-size businesses.
JJ is continually improving his skills as a Wealth Management Advisor through continuing education. In 2005 he earned his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards. In addition, JJ earned his designation as a CHARTERED RETIREMENT PLANNING COUNSELORSM in 2010. Both the CFP ® and CRPC ® allow him to focus on the pre and post retirement needs of individuals.
JJ and his wife, Chris, have two boys and live in Media, PA. He enjoys playing basketball, snowboarding and spending time with his family.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S. which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CRPC® and CHARTERED RETIREMENT PLANNING COUNSELORSM are registered service marks of the College for Financial Planning.
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
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
