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
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • TX
  • VA
  • 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

One Jericho Plaza
Jericho, NY 11753

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Turn possibilities into a plan

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A leading global wealth manager

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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