Lasting relationships. For all that matters

Mountain climber

Every Step Toward a Stronger Financial Future

Our clients know that we put their best interests first at all times. With over 40  years of industry experience, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

John Campbell

Senior Vice President–Wealth Management

Advice Beyond Investing

Comprehensive wealth management- increase your probability of success

John T. Campbell is a Senior Vice President - Wealth Management at UBS Financial Services.  With over four decades of experience, John understands the importance of having a sound financial plan to give you a sense of clarity about where you hope to be and the invaluable assurance of following a well considered path to improve the likelihood of you getting there.

Since joining UBS in 2009, John has used the firm's global expertise and experience to provide customized wealth management to high net worth individuals and families.  Prior to UBS, he worked at Merrill Lynch for fifteen years, following nine years at Shearson Lehman Brothers.

John holds Series 3, 7, 63, and 65 licenses, as well as Life and Health Insurance licenses. 

CA License #0M80557

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

  • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Your goals come first—because we treat every client like family, guiding you with care, trust, and a plan built around what matters most to you.

Your goals are the starting point
Legacy planning
Custom portfolios
Multi-generational families
Estate planning strategies
Philanthropy
Structured products
Alternative investments
One Jericho Plaza
Jericho, NY 11753

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The Reach of a Global Firm. The Attention of a Dedicated Advisory Team

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Mountain climbers on peak at sunrise

A leading global wealth manager

Adult children with parents

Dividing wealth across generations

Pumpkin patch

Success to succession

Enabling the transfer of all you hold valuable

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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