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John Aderholdt

Vice President–Wealth Management

Financial Advisor

Wall Street …. investing … economics have captured my interest going all the way back to high school when I opened an investment account with the savings from my first part time job. My educational background and first "real" job were in hospital administration as Director of Financial Planning for UNC Hospitals in Chapel Hill. A key part of my responsibilities there was to coordinate a bond issue that funded construction of the North Carolina Jaycee Burn Center and other updated hospital facilities. This experience led me to what is now a 35 year career in the securities industry itself.

For almost 20 years I was a public finance investment banker, consulting with hospitals and universities on the planning and completion of municipal bond offerings.

In 1999 I joined UBS (then PaineWebber) as a Financial Advisor. Today I lead a three member team that oversees $137 million in client assets. Our typical account ranges from $500,000 to $5 million, with our largest accounts exceeding $10 million. The vast majority of our clients are individuals / families or small business retirement programs. I have been approved by UBS to manage accounts on a "discretionary" basis under the firm's Portfolio Management Program.

 


Personal & Community

-Mentor, African American Male Initiative - Guilford County Schools
-Greensboro CROP Walk - Steering Committee and past Treasurer

Registered States:
  • AL
  • CA
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • MS
  • NC
  • NJ
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • MHSA, The University of Michigan
  • BSPH, The University of North Carolina at Chapel Hill
717 GreenValley Road
Suite 250
Greensboro, NC 27408
  • (336) 834-6952

Email Me

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