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.

Globe

John Tuccio

Senior Vice President–Wealth Management

Financial Advisor

John offers more than 30 years of experience working with a broad range of clients, from small business owners to retirees and young families, helping them to accumulate, grow, preserve ultimately transfer wealth to future generations. He employs a customized approach to financial planning and wealth management, tailored to each clients' particular circumstances. He enjoy educating clients about the investment process, ensuring that they make the proper choices to achieve all of their financial goals and needs.

"I work side by side with you and take the time to understand your individual needs and ambitions. This deep understanding, combined with the powerful global resources of UBS, will lay the foundation for a lasting relationship." - John Tuccio

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • LA
  • MD
  • MN
  • MS
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA

Education

  • Bachelor of Arts, University of Southern Mississippi

Credentials

  • Portfolio Manager

Financial planning
Retirement planning
Estate planning strategies
Investing
Asset allocation
Structured products
Retirement Plan consulting
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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