Keep on track with the right financial advice

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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John Lynch

Senior Vice President–Wealth Management

Financial Advisor

Since 2006, John Lynch has been helping high net worth families and business owners address the complex challenges of managing significant wealth. As a Senior Vice President at UBS and CERTIFIED FINANCIAL PLANNER™, John works directly with clients to help them construct, execute and sustain customized and comprehensive wealth management plans. This involves serving as the channel between clients and the global resources and expertise of UBS. John firmly believes in a team approach in working with high net worth families understanding that successful collaboration between respective disciplines allows clients to make sound planning and investment decisions. In addition, as a Retirement Plan Consultant at UBS, John delivers consistent, relevant education and plan design for retirment plan participants and trustees.

John’s client first mantra has followed him through his career as a financial advisor beginning at Merrill Lynch and most recently at JP Morgan as an Independent Private Client Advisor. He believes in building long term relationships with clients and their families through multi generation planning services.

John graduated from the University of Notre Dame, and was a two-sport varsity athlete in football and track and field. He resides in Chappaqua, NY with his wife of 17 years and three children.

Registered States:
  • AL
  • CA
  • CT
  • DE
  • FL
  • GA
  • MA
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • TX
  • VA
  • VI

Education

  • University of Notre Dame

Credentials

  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™
299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171
  • (212) 333-8911

Email Me

What did the Fed say?

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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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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