$6.9 trn
UBS Group invested assets
As of 10/29/2025
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

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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