$6 trn
UBS Group invested assets
As of 12/31/2024
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 has been in the financial services industry since 2011. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. John holds the Chartered Retirement Plans Specialist™ designation and is a graduate of Wheaton College (IL) with a Bachelor’s Degree in Business & Economics. He and his wife, Esther, live in Atlanta with their Daughter April.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager