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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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
