Experience Makes all the difference

John T. Egan

Branch Manager
Executive Director
Portfolio Manager
216-736-2888

email



John started his financial career in 1979. He spent twenty-six years at Morgan Stanley which was known as Dean Witter before the firms merged. His experience includes client portfolio management, branch office management in Ohio and Michigan, product and services marketing management at Morgan Stanley's corporate offices in New York. John joined UBS Financial Services in 2008. A graduate of Miami University, he is a fully licensed Financial Advisor also carrying commodities, insurance and Branch Management licenses. John resides in Shaker Hts Ohio with his wife and daughters.


Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, VT, WA, WI, WV


Kristen Margaret Geary

Associate Director
Admin Manager
216-736-2882

email




Registered States:
OH