Experience

Elliott began his wealth management career in 2015 and joined UBS in 2022. Prior to joining UBS, he was a senior financial advisor with Merrill Lynch for 7 years. A lifelong Virginian, he attended St. Christopher’s School in Richmond and graduated with distinction from the Virginia Military Institute with a B.A. in Business and Economics. He also earned the Certified Private Wealth Advisor® certification after completing his graduate work at the Yale School of Management. He lives in Richmond with his family and while not at work he enjoys running marathons, hunting and fly fishing. He is the Chairman Elect of Richmond Ducks Unlimited and is actively involved with St. Christopher’s and VMI.

John began his wealth management career in 2006 and joined UBS in 2022. Prior to joining UBS, he was a senior financial advisor with Merrill Lynch for 17 years. John grew up in Southern Maryland and went to high school at St. Mary’s Ryken before graduating cum laude from North Carolina State University with a B.S. in Accounting with a concentration in Finance. He also holds the CPFA® and CRPC® designations. He lives with his family in Richmond. He and his wife, Meredith, have two children, Parker (10) and John James (9). He enjoys golfing, hunting, and spending time with family and friends. 

Jaclyn began her wealth management career in 2007 and joined UBS in 2022.  Prior to joining UBS, she was a senior client associate at Merrill Lynch for 17 years. Born and raised in Richmond, she attended East Carolina University, where she graduated with a B.S. in political science. She has two children, Avery (10) and Scottie (7). She enjoys golf, cooking, and travelling.