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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
  • MI
  • 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®
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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As of 06/30/2024

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