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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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:
Education
Credentials
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:
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
