Senior Vice President–Wealth Management
John McGrath, Senior Vice President–Wealth Management is a dedicated Wealth Advisor with over 28 years experience in the Financial Industry. John began his career with Gibraltar Securities in 1985 focusing on fixed income investing, later becoming a partner at the firm. Prior to that he received his BA degree from Gettysburg College and holds his series 7, 63, 65, 9, 10, 24 and 53 securities licenses.
John helps his clients meet their financial goals by taking a planning based approach, this incorporates providing assistance in estate planning, creating personalized investment portfolios and working with other advisors to ensure a coordinated and efficient process in pursuit of his client's financial and legacy objectives.
Areas of expertise:
Education
Senior Vice President–Wealth Management
John McGrath, Senior Vice President–Wealth Management is a dedicated Wealth Advisor with over 28 years experience in the Financial Industry. John began his career with Gibraltar Securities in 1985 focusing on fixed income investing, later becoming a partner at the firm. Prior to that he received his BA degree from Gettysburg College and holds his series 7, 63, 65, 9, 10, 24 and 53 securities licenses.
John helps his clients meet their financial goals by taking a planning based approach, this incorporates providing assistance in estate planning, creating personalized investment portfolios and working with other advisors to ensure a coordinated and efficient process in pursuit of his client's financial and legacy objectives.
Areas of expertise:
Education
Investment Associate
Lisa Angeline is an Investment Associate with 17 years of experience in the Financial Services Industry. Prior to joining UBS with John McGrath, Lisa worked as a Sales Assistant for Nori, Hennion Walsh and later for Tucker Anthony/RBC Dain Rauscher. Lisa and John have worked together to identify and implement strategies that provide their clients with the tools to realize their financial goals for over 14 years. Lisa holds her series 7 and 66 securities licenses
Investment Associate
Lisa Angeline is an Investment Associate with 17 years of experience in the Financial Services Industry. Prior to joining UBS with John McGrath, Lisa worked as a Sales Assistant for Nori, Hennion Walsh and later for Tucker Anthony/RBC Dain Rauscher. Lisa and John have worked together to identify and implement strategies that provide their clients with the tools to realize their financial goals for over 14 years. Lisa holds her series 7 and 66 securities licenses
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.
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