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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
