Let's move forward. Together.

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.

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John Wilson

Senior Vice President–Wealth Management

Our primary goal is to help your family protect and grow your assets while addressing the multifaceted issues generated by the accumulation of your wealth. Through an understanding of your needs, preferences, and risk propensities, we will formulate a tailored strategy to achieve your short and long term goals. We are well versed in the specialized needs of entrepreneurs and executives, from the transfer and monetization of wealth to the analysis of stock options and concentrated positions. We will find the most effective strategies addressing both risk and taxation, translating complex issues into clear and simple choices.

Registered States:
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • KY
  • MA
  • MD
  • NJ
  • NY
  • OH
  • PA
  • TN
  • VA

Education

  • BS Finance, Saint Joseph's University

Credentials

  • Portfolio Manager
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (610) 832-3025

Email Me

The circular economy: What is it?

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.

Backed by the strength of UBS

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

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