Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, 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.

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John Campbell

Senior Vice President–Wealth Management

Advice Beyond Investing

Comprehensive wealth management- increase your probability of success

John T. Campbell is the Senior Vice President- Investments at UBS Financial Services.  With nearly three 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:
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One Jericho Plaza
Jericho, NY 11753
  • (516) 745-8866

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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.

Backed by the strength of UBS

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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