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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 S. Adams, CFP, CIMA

Senior Vice President–Wealth Management

John S. Adams, CFP is a Certified Investment Management Analyst (CIMA). He leads The Arbor Group, a team at UBS Financial Services that specializes in providing fee-based, multi strategy asset management to Foundations, Endowments and high net worth families. The Arbor Group Portfolio Management Team is directed under the UBS Portfolio Management Program (PMP) and provides socially and environmentally screened, global investment portfolios for clients. The Arbor Group Institutional Consulting Services provides multi-manager investment consulting worldwide for conservation endowments.
 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Masters in Management, The American College
  • Masters in Financial Services, The American College
  • Bachelors in Fine Arts, The Evergreen State College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-8554

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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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

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