Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
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
John has been a financial advisor for the past 28 years. In 1994 John accepted a position with Merrill Lynch in Seattle where he immediately focused his practice on the unique needs and challenges of high net-worth clients. John's belief is to deliver an unparalleled level of service to his select group of clients. In 2000 John accepted the position of Sales Manager at Merrill Lynch wherein he managed over 100 advisors. In 2006 John earned the CERTIFIED FINANCIAL PLANNER™ designation. In 2009 John and his team transitioned their practice to UBS Financial Services Inc.
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.
Education
Credentials
Senior Vice President–Wealth Management
John has been a financial advisor for the past 28 years. In 1994 John accepted a position with Merrill Lynch in Seattle where he immediately focused his practice on the unique needs and challenges of high net-worth clients. John's belief is to deliver an unparalleled level of service to his select group of clients. In 2000 John accepted the position of Sales Manager at Merrill Lynch wherein he managed over 100 advisors. In 2006 John earned the CERTIFIED FINANCIAL PLANNER™ designation. In 2009 John and his team transitioned their practice to UBS Financial Services Inc.
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.
Education
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
