John began his career in the financial and insurance industry in 2002. John has a unique background working on numerous aspects of clients’ financial matters including risk management, financing, and asset management; providing him with insight into the factors affecting a client’s financial position. Prior to joining UBS in 2012, he has worked at Morgan Stanley Smith Barney, Oswald Trippe & Co. Insurance and Groves Funding. John received his BS in Criminology from the University of South Florida. He is a 4th generation native of Fort Myers and lives there with his wife Tracy and two children, JT and Madison.

Credentials

Certified Portfolio Manager, (CPM®) Columbia University

Distinctions

Honorary Key to the City, Labelle, FL

40 under 40 Gulfshore Business

Registered States:
CO, FL, GA, IL, KY, MA, MI, MN, NJ, OH, OK, SC, TX, VA

After attending Joseph P. Keefe Tech, Jennifer committed 2 years to full-time volunteer service in Massachusetts. In 1996 Jennifer relocated to Southwest Florida and worked for AmSouth Bank. She joined Morgan Stanley Smith Barney in 1999 and moved to UBS in 2012. She currently holds the position of Senior Registered Client Service Associate and is responsible for the administration tasks, client interaction, and customer service experience. Jennifer's licenses include Series 7, Series 63, and Series 31.