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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
John has been a Financial Advisor for 35 years. John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and was the manager of the Merrill Lynch office in Jupiter Florida prior to moving over to the UBS office to become the Branch Office Manager. John earned his Bachelor's Degree in Economics from the University of Florida in 1981. He is a Florida native and a former Professional Rodeo Cowboy. John served on the board of Carpenter's Way Ranch, a home for abused and abandoned boys for 14 years. He lives in Alpharetta with his wife of 41 years. John and Shea have 3 married sons and 6 grandchildren.
Credentials
Lets connect
First Vice President–Wealth Management
John has been a Financial Advisor for 35 years. John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and was the manager of the Merrill Lynch office in Jupiter Florida prior to moving over to the UBS office to become the Branch Office Manager. John earned his Bachelor's Degree in Economics from the University of Florida in 1981. He is a Florida native and a former Professional Rodeo Cowboy. John served on the board of Carpenter's Way Ranch, a home for abused and abandoned boys for 14 years. He lives in Alpharetta with his wife of 41 years. John and Shea have 3 married sons and 6 grandchildren.
Credentials
Lets connect
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
