Insight-based advice

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.

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John J. Faircloth, Jr. CFP

Senior Vice President–Wealth Management

John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies, and estate planning. John lives in Tampa with his wife Kathy and two children. He volunteers at various organizations and enjoys coaching youth athletics

Registered States:
  • AL
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT

Education

  • Bachelor's, Business Administration, University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
  • (813) 227-2892

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights