• B.B.A., University of Miami (FL)
• Certified Financial Planner
• Joined UBS in 2007
• Started in Industry: 1987
• Previous tenures with First Union, SunTrust and Wachovia Wealth Management
• Focus: Comprehensive wealth management strategies for select entrepreneurs and business owners, executives and retired executives, as well as charitable organizations. John ensures that the clients plan and financial needs are being met by addressing areas that include asset allocation, estate planning, stock option strategy, wealth transfer issues, philanthropic planning, and pre-business sale planning.
• John is a member of the Financial Planning Association, East Coast Estate Planning Council and Advisors for Philanthropic Impact, and UBS's Presidents Council, a group that includes some of the firm's top advisors.  He is also a Chartered Advisor in Philanthropy.  John has served as President of Adopt-A-Family of the Palm Beaches, and also donates his time to the American Heart Association.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OK, PA, TN, UT, VA, VT, WA

• Certified Investment Management Analyst -Wharton School of Business at The University of Pennsylvania 
• Joined UBS in 2011
• Started in Industry: 1997 

• Previous tenures with AIG-Sentra Securities, Wachovia Securities and Merrill Lynch & Co

• Focus: Lead portfolio manager. Portfolio construction for individuals and institutions, investment manager selection and analysis, discretionary portfolio management, custom investment vehicles.
   
• Robert is a member of the Investment Management Consultants Association, which enables him to interact with some of the brightest minds in the industry on a regular basis.  Robert was featured in Palm Beach Illustrated's "Palm Beach Rising" list in 2012 and he was also recognized by the National Association of Board Certified Advisory Practices (NABCAP) as one of the top wealth managers in South Florida (2011, 2012).  He is also a member of UBS's Presidents Council, a group that includes some of the firm's top advisors. Robert serves on the Allocation Committee of the Palm Beach United Way, and is also active in the UBS Veteran Mentoring Program.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OK, PA, TN, UT, VA, VT, WA

• Started in the industry: 1995
• Joined UBS in 2000 
• Holds Series 7,63 and 55 Licenses
• Previous tenures with JP Morgan, Warburg Dillon Read, UBS AG Private Bank, and Merrill Lynch & Co.
• First point of contact for Palm Beach Wealth Consulting Services. Oversees the operational and service related aspects of all client relationships. Facilitates trade execution, account transfers, client reporting, web support, and all client related inquiries. Assists clients in fully utilizing the firm's resources for their benefit.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OK, PA, TN, UT, VA, VT, WA

• Started in the industry in 2007
• Joined UBS in 2010 
• Holds Series 7 &,66 Licenses and holds Insurance Licenses in Life, Health, and Variable Annuities
• Previous tenures with Merrill Lynch & Co.
• Focus: Oversees the operational and service related aspects of all client relationships. Facilitates trade execution, account transfers, client reporting, web support, and all client related inquiries. Assists clients in fully utilizing the firm's resources for their benefit.