JJ is a Senior Vice President-Wealth Management and Wealth Management Advisor at UBS Financial Services, Inc.  He graduated from the George Washington University with a Bachelors of Accountancy in 1988 and a Masters in Taxation in 1989.  He was at  Merrill Lynch from 1992 to 2015.  JJ  joined UBS Financial Services in September, 2015.

JJ focuses on developing and executing strategic solutions based upon the risk tolerance, time horizon, liquidity needs and overall investment goals for complex financial needs of high net worth individuals.  His other area of proficiency is establishing and managing retirement plans for small and mid-size businesses.

JJ is continually improving his skills as a Wealth Management Advisor through continuing education.  In 2005 he earned his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards.  In addition, JJ earned his designation as a CHARTERED RETIREMENT PLANNING COUNSELOR^SM in 2010.  Both the CFP ^® and CRPC ^® allow him to focus on the pre and post retirement needs of individuals. 

JJ and his wife, Chris, have two boys and live in Media, PA.  He enjoys playing basketball, snowboarding and spending time with his family.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^TM and CFP^® in the U.S.  which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CRPC® and CHARTERED RETIREMENT PLANNING COUNSELOR^SM are registered service marks of the College for Financial Planning.

• CERTIFIED FINANCIAL PLANNER TM Certification - 2005
• Chartered Retirement Planning Counselor SM Designation - 2010

• Bachelors in Accountancy - George Washington University 1988
• Masters in Taxation - George Washington University 1989

CT, DE, FL, MA, MD, NC, NE, NJ, NV, NY, OR, PA, SC, TN, TX, VA