Senior Vice President–Wealth Management
Financial Advisor
Jon joined UBS Financial Services, Inc. in September 2011, with over 18 years in the investment management industry. Jon focuses on the "12 Wealth Management Issues", some of which include Investments and Estate Planning. The UBS Client Experience includes an ongoing review of client portfolios, market monitoring, and frequent communication to ensure each client's goals and objectives are being achieved. Jon is involved with The Leukemia and Lymphoma Society and the Boys & Girls Club of Tucson. Jon received a B.S. Degree in Business Administration from The University of Arizona in May 1995. He works with affluent families/business owners across the country and is an avid golfer. His free time is spent with his three children, Jordan, Jade and Luke.
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
Jon joined UBS Financial Services, Inc. in September 2011, with over 18 years in the investment management industry. Jon focuses on the "12 Wealth Management Issues", some of which include Investments and Estate Planning. The UBS Client Experience includes an ongoing review of client portfolios, market monitoring, and frequent communication to ensure each client's goals and objectives are being achieved. Jon is involved with The Leukemia and Lymphoma Society and the Boys & Girls Club of Tucson. Jon received a B.S. Degree in Business Administration from The University of Arizona in May 1995. He works with affluent families/business owners across the country and is an avid golfer. His free time is spent with his three children, Jordan, Jade and Luke.
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
Vice President–Wealth Management
Financial Advisor
Nick joined UBS Financial Services, Inc. in September 2011, with over 10 years in the security industry. Nick is a designated Portfolio Manager by the firm, and as such he oversees the investment decisions for our team. The UBS Client Experience includes an ongoing review of client portfolios, to ensure each client's goals and objectives are being achieved. Nick received a B.S. Degree in Business Administration, majoring in Finance and Marketing from The University of Arizona in May 2003. Nick is involved with The Leukemia and Lymphoma Society, The University of Arizona, Diaper Bank of Southern Arizona and Casa de los Niños. He works with affluent families and business owners across the country. Nick has passion for all sports. Nick and his wife, Nicole, have two children, Logan and Caitlin.
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
Vice President–Wealth Management
Financial Advisor
Nick joined UBS Financial Services, Inc. in September 2011, with over 10 years in the security industry. Nick is a designated Portfolio Manager by the firm, and as such he oversees the investment decisions for our team. The UBS Client Experience includes an ongoing review of client portfolios, to ensure each client's goals and objectives are being achieved. Nick received a B.S. Degree in Business Administration, majoring in Finance and Marketing from The University of Arizona in May 2003. Nick is involved with The Leukemia and Lymphoma Society, The University of Arizona, Diaper Bank of Southern Arizona and Casa de los Niños. He works with affluent families and business owners across the country. Nick has passion for all sports. Nick and his wife, Nicole, have two children, Logan and Caitlin.
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
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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