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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
John joined Tom after four seasons of playing professional basketball internationally. John holds both the Series 7 and Series 66 securities licenses.
John is a graduate of the University of Minnesota Duluth's Labovitz School of Business. He holds an MBA as well as a BBA with an emphasis in finance. John earned a scholarship as he competed on UMD's basketball team and as a pitcher on the baseball team. Off the court he was voted the university's Male Scholar Athlete and was also a recipient of All-Conference academic accolades in both sports.
With his experiences in international basketball, John has become an avid traveler. Having lived in Western Australia and Taipei during his playing career, he has continued his travels to 14 additional countries. A native of Bloomington, MN he also enjoys participating in the local offerings of outdoor sports, boating, and snowboarding.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
John joined Tom after four seasons of playing professional basketball internationally. John holds both the Series 7 and Series 66 securities licenses.
John is a graduate of the University of Minnesota Duluth's Labovitz School of Business. He holds an MBA as well as a BBA with an emphasis in finance. John earned a scholarship as he competed on UMD's basketball team and as a pitcher on the baseball team. Off the court he was voted the university's Male Scholar Athlete and was also a recipient of All-Conference academic accolades in both sports.
With his experiences in international basketball, John has become an avid traveler. Having lived in Western Australia and Taipei during his playing career, he has continued his travels to 14 additional countries. A native of Bloomington, MN he also enjoys participating in the local offerings of outdoor sports, boating, and snowboarding.
Recognized as an industry leader:
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.
Education
Credentials
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
