Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
John graduated with a B.A. in Economics from the University of Virginia in 1979 and an M.B.A. from Harvard in 1983. He has over 37 years of investment management experience. This includes 14 years as a senior executive with Fidelity, Prudential, and T Rowe Price in Boston, Dallas, London, New York / New Jersey, and Baltimore. He spent 11 years as a management consultant with the Boston Consulting Group in Boston and his own consulting firms in Roanoke.
John has been a financial advisor to individual and businesses for more than 12 years. He holds a CFP® and Wealth Advisor designation.
California Insurance License number 0G71253
Recognized as an industry leader:
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
John graduated with a B.A. in Economics from the University of Virginia in 1979 and an M.B.A. from Harvard in 1983. He has over 37 years of investment management experience. This includes 14 years as a senior executive with Fidelity, Prudential, and T Rowe Price in Boston, Dallas, London, New York / New Jersey, and Baltimore. He spent 11 years as a management consultant with the Boston Consulting Group in Boston and his own consulting firms in Roanoke.
John has been a financial advisor to individual and businesses for more than 12 years. He holds a CFP® and Wealth Advisor designation.
California Insurance License number 0G71253
Recognized as an industry leader:
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
Wealth Management Associate
Will began his career in Wealth Management at Merrill Lynch before joining UBS in 2008. He works with families and institutions to address a wide spectrum of planning needs. His focus on the team includes financial planning, investment implementation, trade execution, risk monitoring and liability management.
With a constant pursuit of superlative service, he strives to have a meaningful impact on client's lives. He particularly enjoys working with multiple generations of families to help them leave a lasting legacy.
Will is a native of Eastern North Carolina and went to ECU, where he received his degree in Business Administration with a specialization in finance.
Will learned finance at an early age from his father, who has been in the industry for over 30 years. An avid outdoorsman, he enjoys various sports and attending sporting events.
Wealth Management Associate
Will began his career in Wealth Management at Merrill Lynch before joining UBS in 2008. He works with families and institutions to address a wide spectrum of planning needs. His focus on the team includes financial planning, investment implementation, trade execution, risk monitoring and liability management.
With a constant pursuit of superlative service, he strives to have a meaningful impact on client's lives. He particularly enjoys working with multiple generations of families to help them leave a lasting legacy.
Will is a native of Eastern North Carolina and went to ECU, where he received his degree in Business Administration with a specialization in finance.
Will learned finance at an early age from his father, who has been in the industry for over 30 years. An avid outdoorsman, he enjoys various sports and attending sporting events.
Business Risk Specialist
Hannah received her undergraduate and graduate degrees from Old Dominion University in 2017 and 2019. She worked in Housing and Residence Life before joining the team in the Spring of 2021. Although Hannah is a native of Virginia Beach, she loves the small town feel of being in Southwest Virginia.
Hannah is a proud Monarch, Disney enthusiast and the fur parent to two loving cats (Kyle and Gemma). She is excited to work in the financial industry after growing up watching her mother work in the field. When she is not working, Hannah enjoys being crafty and spending time with her friends and family
Business Risk Specialist
Hannah received her undergraduate and graduate degrees from Old Dominion University in 2017 and 2019. She worked in Housing and Residence Life before joining the team in the Spring of 2021. Although Hannah is a native of Virginia Beach, she loves the small town feel of being in Southwest Virginia.
Hannah is a proud Monarch, Disney enthusiast and the fur parent to two loving cats (Kyle and Gemma). She is excited to work in the financial industry after growing up watching her mother work in the field. When she is not working, Hannah enjoys being crafty and spending time with her friends and family
Registered Client Associate
Registered Client Associate
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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