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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner with UBS, I provide comprehensive financial planning and investment management. I believe that the most successful plans are created with elements of both art & science. The science of planning is crafting a recommendation that is well grounded in fact. It requires technical knowledge and skilled data analysis. The art of planning is creatively preparing a plan that meets your own unique needs. Our process begins with listening to you. Our result is a customized plan - one that we will help you implement, monitor, and adjust over time.
I have a special interest in helping my clients plan for retirement income that will last a lifetime. Excellent plans for sustainable retirement income should not only answer the question, "Can I retire?" they should also answer the question, "How do I retire?" I work with my clients to create a road map for retirement income. As part of this road map, I focus on creating sustainable, tax-efficient income, special strategies to maximize Social Security and pension income, and planning for family legacy needs. As a final step, financial and retirement income plans are coordinated with a client's investment portfolio to ensure plan success.
John is a 2000 graduate of the University of North Carolina at Chapel Hill. He has Bachelor's degrees in economics and political science. Away from the office, John and his family love the outdoors. It is quite possible you will find them getting their hands dirty in their backyard vegetable garden, camping, or throwing a frisbee. They are dedicated members of Mt. Carmel Baptist Church in Chapel Hill, where John serves on the Deacon Leadership Council and chairs the Administrative Deacons.
John and his wife, Pattie, and their daughters, Allie (2007), Brooke (2009), Josie (2011), & Payton (2015) live in Chapel Hill.
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
Financial Advisor
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner with UBS, I provide comprehensive financial planning and investment management. I believe that the most successful plans are created with elements of both art & science. The science of planning is crafting a recommendation that is well grounded in fact. It requires technical knowledge and skilled data analysis. The art of planning is creatively preparing a plan that meets your own unique needs. Our process begins with listening to you. Our result is a customized plan - one that we will help you implement, monitor, and adjust over time.
I have a special interest in helping my clients plan for retirement income that will last a lifetime. Excellent plans for sustainable retirement income should not only answer the question, "Can I retire?" they should also answer the question, "How do I retire?" I work with my clients to create a road map for retirement income. As part of this road map, I focus on creating sustainable, tax-efficient income, special strategies to maximize Social Security and pension income, and planning for family legacy needs. As a final step, financial and retirement income plans are coordinated with a client's investment portfolio to ensure plan success.
John is a 2000 graduate of the University of North Carolina at Chapel Hill. He has Bachelor's degrees in economics and political science. Away from the office, John and his family love the outdoors. It is quite possible you will find them getting their hands dirty in their backyard vegetable garden, camping, or throwing a frisbee. They are dedicated members of Mt. Carmel Baptist Church in Chapel Hill, where John serves on the Deacon Leadership Council and chairs the Administrative Deacons.
John and his wife, Pattie, and their daughters, Allie (2007), Brooke (2009), Josie (2011), & Payton (2015) live in Chapel Hill.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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