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 a Senior Vice President - Wealth Management at UBS Financial Services.  With over 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:
  • AZ
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One Jericho Plaza
Jericho, NY 11753
  • (516) 745-8866

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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As of 06/30/2024

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