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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Financial Advisor
Jonathan has been in the financial services industry for the past 18 years. He focuses on the needs of high-net-worth families, corporate executive financial services, and business owners. Jonathan works with executives and their families from multiple fortune 500 companies. Jonathan believes in giving back to the people and communities he serves. He has coached several of his four children’s athletic teams and provides pro bono guidance for multiple donor advised funds.
Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales—Swansea. Along with his CFP, Jon is also a Corporate Stock Benefit Consultant.
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
Jonathan has been in the financial services industry for the past 18 years. He focuses on the needs of high-net-worth families, corporate executive financial services, and business owners. Jonathan works with executives and their families from multiple fortune 500 companies. Jonathan believes in giving back to the people and communities he serves. He has coached several of his four children’s athletic teams and provides pro bono guidance for multiple donor advised funds.
Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales—Swansea. Along with his CFP, Jon is also a Corporate Stock Benefit Consultant.
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
An overview of philanthropic strategies and their impact to help you evaluate different options.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
Is your portfolio 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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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