Senior Vice President–Wealth Management
Financial Advisor
Prior to joining UBS in 2009, John had been with Dean Witter Reynolds and Merrill Lynch, and has over 41 years of experience in the financial services industry. John specializes in fee-based discretionary portfolio management for individuals and small businesses, using both fundamental and technical analysis. He provides financial planning services, and works with a team of professionals to address estate planning and life insurance needs. John graduated from General Motors Institute in 1976 with a Bachelor of Industrial Engineering degree.
Wealth Strategy Associate
Mike is a graduate of Indiana University's School of Business with a BS in Business Management and Administration. After graduation, Mike enlisted in the U.S. Army where he completed Officer Candidate School with the rank of Second Lieutenant. He served for 3 years. After his honorable discharge, Mike began his career at Merrill Lynch as a Financial Advisor in one of the equity markets most tumultuous years on record-and over the past 50 years, he has helped clients manage their wealth through good times and bad. Michael came to UBS in 2009 when he joined the Reddington Team.
Senior Client Associate
Shannon is a Sr. Client Service Associate with over 25 years in the financial services industry. Shannon started her career with Merrill Lynch Trust Company, FSB as an Associate Trust Advisor. She then joined The Reddington Team at Merrill Lynch in 2000 until the team joined UBS in 2009. Prior to joining Merrill Lynch, Shannon held positions with various institutions and has also owned and operated her own business. Shannon's primary area of focus is providing clients with the ultimate client service experience. Shannon, her husband Jeremy and their two sons love boating and traveling.
Senior Client Associate