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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
