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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 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.
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.
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.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
