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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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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
Investment insights on the US elections
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.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
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