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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
John was born in Flint and has lived in the Flint area his entire life. He is married and has three adult children. John enjoys a 32-year career in wealth management and has achieved the Certified Financial Planner™ (CFP®) professional certification. He also holds the Series 7, 63 and 65 securities licenses, as well as life insurance and variable annuity licenses. John is a graduate of Central Michigan University with a B.S. in business administration and a 35-year member of the West Flint Optimist Club. John and his family are avid golfers and are current members of the Flint Golf Club.
Education
Credentials
Senior Vice President–Wealth Management
John was born in Flint and has lived in the Flint area his entire life. He is married and has three adult children. John enjoys a 32-year career in wealth management and has achieved the Certified Financial Planner™ (CFP®) professional certification. He also holds the Series 7, 63 and 65 securities licenses, as well as life insurance and variable annuity licenses. John is a graduate of Central Michigan University with a B.S. in business administration and a 35-year member of the West Flint Optimist Club. John and his family are avid golfers and are current members of the Flint Golf Club.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
