Senior Vice President–Wealth Management
Wealth Advisor
John has been providing wealth management and financial planning services, for families, high net worth individuals, and businesses since 2009. Prior to joining Uehling Wealth Management, John worked as a consultant for Delaware Investments and as a Financial Advisor for Merrill Lynch.
As a CERTIFIED FINANCIAL PLANNER®™ (CFP®) practitioner, John’s process aims to effectively help clients accomplish their financial goals by following the CFP® Practice Standards and is authorized to provide discretionary investment management as part of the UBS Portfolio Management Program (PMP). In 2016, John graduated from the UBS Wealth Advisor Program, which prepares advisors to meet the needs of high net worth clients.
John graduated from Ithaca College with a degree in business administration and finance. He lives in Fort Washington, PA with his wife, Katelyn, their sons, Pierce and Connor and daughter Brooke.
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
Wealth Advisor
John has been providing wealth management and financial planning services, for families, high net worth individuals, and businesses since 2009. Prior to joining Uehling Wealth Management, John worked as a consultant for Delaware Investments and as a Financial Advisor for Merrill Lynch.
As a CERTIFIED FINANCIAL PLANNER®™ (CFP®) practitioner, John’s process aims to effectively help clients accomplish their financial goals by following the CFP® Practice Standards and is authorized to provide discretionary investment management as part of the UBS Portfolio Management Program (PMP). In 2016, John graduated from the UBS Wealth Advisor Program, which prepares advisors to meet the needs of high net worth clients.
John graduated from Ithaca College with a degree in business administration and finance. He lives in Fort Washington, PA with his wife, Katelyn, their sons, Pierce and Connor and daughter Brooke.
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
Tim joined Uehling Wealth Management after 11 years in the technology and healthcare industries. In those roles he delivered tailored solutions to business owners and professionals throughout the greater Philadelphia area.
Tim brings this collaborative, solutions-based approach to the wealth management process to the Uehling team. As a Chartered Retirement Plans Specialist™SM (CRPS®), he is focused on relationship management and designing and delivering the financial planning experience to individuals, businesses and business owners.
Tim graduated from Penn State University. He lives in Collegeville with his wife, Molly, and their sons, Harrison and Theodore. He enjoys running, golf and gardening.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Tim joined Uehling Wealth Management after 11 years in the technology and healthcare industries. In those roles he delivered tailored solutions to business owners and professionals throughout the greater Philadelphia area.
Tim brings this collaborative, solutions-based approach to the wealth management process to the Uehling team. As a Chartered Retirement Plans Specialist™SM (CRPS®), he is focused on relationship management and designing and delivering the financial planning experience to individuals, businesses and business owners.
Tim graduated from Penn State University. He lives in Collegeville with his wife, Molly, and their sons, Harrison and Theodore. He enjoys running, golf and gardening.
Education
Credentials
Client Associate
Carrie joined Uehling Wealth Management in 2000. Prior to joining the team, she worked in the managed care field with Healthmarket, Inc. and Brokerage Concepts, Inc.
As a Financial Paraplanner Qualified Professional™, Carrie assists the team’s financial advisors in creating comprehensive financial plans, investment proposals and periodic performance reports. In addition, she helps develop topics and ideas for brochures, reports, letters, presentations, website content and other marketing collateral material. She graduated from Saint Joseph’s University with a Bachelor of Arts degree.
Education
Credentials
Client Associate
Carrie joined Uehling Wealth Management in 2000. Prior to joining the team, she worked in the managed care field with Healthmarket, Inc. and Brokerage Concepts, Inc.
As a Financial Paraplanner Qualified Professional™, Carrie assists the team’s financial advisors in creating comprehensive financial plans, investment proposals and periodic performance reports. In addition, she helps develop topics and ideas for brochures, reports, letters, presentations, website content and other marketing collateral material. She graduated from Saint Joseph’s University with a Bachelor of Arts degree.
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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