A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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John McGrath

Senior Vice President–Wealth Management

Financial Advisor

John McGrath, Senior Vice President–Wealth Management is a dedicated Wealth Advisor with over 28 years experience in the Financial Industry. John began his career with Gibraltar Securities in 1985 focusing on fixed income investing, later becoming a partner at the firm. Prior to that he received his BA degree from Gettysburg College and holds his series 7, 63, 65, 9, 10, 24 and 53 securities licenses.

John helps his clients meet their financial goals by taking a planning based approach, this incorporates providing assistance in estate planning, creating personalized investment portfolios and working with other advisors to ensure a coordinated and efficient process in pursuit of his client's financial and legacy objectives. 

Areas of expertise:

  • Wealth Management
  • Multi-generational Planning
  • Estate Planning
  • Personalized Investment Portfolios
  • Business Owners
Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MD
  • MO
  • NC
  • NJ
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • Bachelor of Arts Degree in Business, Gettysburg College

Credentials

  • Wealth Advisor
1285 Ave of the Americas
15th, 16th, 17th, and 18th Flrs
New York, NY 10019
  • (212) 649-8127

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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