Managing Director–Wealth Management
Financial Advisor
John is the founder and lead Financial Advisor of The Rasweiler Group. Having entered the financial services industry in 1958, John has celebrated over 60 years as a Registered Representative. He joined UBS in 2013 after 25 years with Morgan Stanley and its predecessor firms.
John’s considerable experience with corporate benefits programs has made him highly educated in stock option plans, stock purchase plans, 10b5-1 plans, and restricted and control stock (Rule 144) transactions. In addition, John is highly regarded and sought-after for his financial planning expertise. He advises senior executives on wealth management and retirement planning strategies.
He was formerly a member of Morgan Stanley’s Chairman’s Club. John has a long history of community involvement and has been active with Meals on Wheels, Seeing Eye and a number of other charitable organizations.
CA license # 0C30127
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.
Let's connect
Managing Director–Wealth Management
Financial Advisor
John is the founder and lead Financial Advisor of The Rasweiler Group. Having entered the financial services industry in 1958, John has celebrated over 60 years as a Registered Representative. He joined UBS in 2013 after 25 years with Morgan Stanley and its predecessor firms.
John’s considerable experience with corporate benefits programs has made him highly educated in stock option plans, stock purchase plans, 10b5-1 plans, and restricted and control stock (Rule 144) transactions. In addition, John is highly regarded and sought-after for his financial planning expertise. He advises senior executives on wealth management and retirement planning strategies.
He was formerly a member of Morgan Stanley’s Chairman’s Club. John has a long history of community involvement and has been active with Meals on Wheels, Seeing Eye and a number of other charitable organizations.
CA license # 0C30127
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.
Let's connect
Senior Wealth Strategy Associate
Bonnie has worked in the financial services industry since 2004, when she joined the Rasweiler Group. She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.
Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years. She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.
Education
Senior Wealth Strategy Associate
Bonnie has worked in the financial services industry since 2004, when she joined the Rasweiler Group. She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.
Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years. She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.
Education
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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