$7 trn
UBS Group invested assets
As of 12/31/2025
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
John has worked in the financial industry for over 30 years. His areas of focus are IRA rollover and distribution strategies, private family foundations and executing estate planning strategies through the Firm’s advisory and brokerage capabilities. He continues to enhance his knowledge by taking continuing education courses. John has a B.A. from Oregon State University and is Series 7 and 63 securities licensed.
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.
John Wrenn is also part of:
Wrenn Ferguson Group
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
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