Lasting relationships. For all that matters

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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John Mooney

Senior Vice President–Wealth Management

John’s clients range from small business corporate retirement plans and endowments to retirees, widows, widowers, families and affluent individuals. He takes a comprehensive account of all factors that can impact a portfolio, including cash flow and income needs, time horizon, risk factors and other intangibles, such as previous investment history when he works with clients. This approach reduces the anxiety that his clients may experience as they embark on their relationship.

His clients benefit from the experience of a team that has more than 60 years of combined experience in helping clients navigate complex wealth management needs. John and his team are here to help whether you are selling a business, managing retirement cash flow, or ensuring your legacy.

Outside of the office, John is a member of St. Paschal Baylon School, and a current board member of The Littlest Heroes. John is a former board member of the Fairmount Fine Arts Center and a former board member of the American Cancer Society Planned Giving. He and his wife, Anne, and their four children live in Highland Heights. John earned a B.S. in finance from Miami University in Oxford, Ohio, and an M.B.A. from Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • MI
  • NC
  • NH
  • NY
  • OH
  • PA
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022

Education

  • Finance, Miami University
  • M.B.A., Weatherhead School of Management at Case Western Reserve University

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
  • (216) 595-5445

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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