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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
John began his career in the financial industry by joining UBS (formerly PaineWebber) in 1988. As a Financial Advisor and a key member of the Petika Wealth Management Group, he works closely with clients to craft and provide high-touch and custom wealth preservation and estate planning strategies. In 2010, John was named to the prestigious UBS Directors Council. He is also a member of the Clearwater Lions Club and a past president. John coached Little League and high school baseball for over 20 years . He also enjoys hunting, fishing, and gardening. John and his wife Linda have three children: John Jr., DeeAnn, and James
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
John began his career in the financial industry by joining UBS (formerly PaineWebber) in 1988. As a Financial Advisor and a key member of the Petika Wealth Management Group, he works closely with clients to craft and provide high-touch and custom wealth preservation and estate planning strategies. In 2010, John was named to the prestigious UBS Directors Council. He is also a member of the Clearwater Lions Club and a past president. John coached Little League and high school baseball for over 20 years . He also enjoys hunting, fishing, and gardening. John and his wife Linda have three children: John Jr., DeeAnn, and James
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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
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UBS is a leading and truly global wealth manager
