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As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

John Stone
Vice President - Investments
Advisory and Brokerage Services
  • Chartered Financial Analyst (CFA)
2215 Langhorne Road Suite 100
Lynchburg, VA 24501
434-522-3120
800-776-2723
434-528-9335 fax
john.stone@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf (56kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
News

Formal signing of settlement agreement relating to the John Doe summons
UBS reports second-quarter 2009 earnings

Spotlight Articles

Market Outlook: Will September be a detour on the road to recovery?  (652kb)
Managing your wealth during retirement
Tax and wealth transfer considerations

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