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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
With 35 years of experience providing investment counsel to high net worth clients, J.R. has built a career of providing objective, conflict of interest-free advice to families in order to help manage risk and grow their wealth. Both his undergraduate and graduate degrees are in Finance and Economics from Western and Central Michigan Universities.
He is involved with the Detroit Economic Club and sits on several committees. He also volunteers for the William Beaumont Hospital Foundation, as a member of their Planned Giving Committee.
J.R. lives in Birmingham with his wife Leslie and two sons, Alex and Joey. They enjoy spending summer weekends boating at their cottage north of Grand Rapids.
Education
Senior Vice President–Wealth Management
Financial Advisor
With 35 years of experience providing investment counsel to high net worth clients, J.R. has built a career of providing objective, conflict of interest-free advice to families in order to help manage risk and grow their wealth. Both his undergraduate and graduate degrees are in Finance and Economics from Western and Central Michigan Universities.
He is involved with the Detroit Economic Club and sits on several committees. He also volunteers for the William Beaumont Hospital Foundation, as a member of their Planned Giving Committee.
J.R. lives in Birmingham with his wife Leslie and two sons, Alex and Joey. They enjoy spending summer weekends boating at their cottage north of Grand Rapids.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
