Insight grounded in experience
John began his career as a financial advisor in 2000 with AG Edwards & Sons. He joined UBS in 2014. As the leader of Hatteras Wealth Management Group, John draws on nearly two decades of experience helping affluent families manage their financial futures. He and the team focus on providing holistic wealth planning advice to a select group of successful families, entrepreneurs and executives. Together, the team delivers advanced planning and investment management advice that looks beyond their clients’ portfolios to address each area of their financial lives.

Under John’s leadership, Hatteras Wealth Management Group has developed a highly tailored process called the Family Wealth Navigator. The process helps them deliver clarity, confidence and structure to their clients’ finances as they pursue their most important goals. The result is a first class experience that enables clients to benefit from all of the resources of UBS and insights of the team.

Credentials that build confidence

• Certified Private Wealth Advisor® (CPWA®), University of Chicago Booth School of Business (tax strategies, trust and charitable planning for closely held business owners, professionals and senior corporate executives)
• Certified Exit Planning Advisor® (CEPA®)
• Series 7, 63, and 65 securities licenses
• B.S., Florida State University

Outside of UBS
John has served on the Orlando board of the Buoniconti Fund to Cure Paralysis, and currently serves on the board of the Make an Impact Foundation He is also active with his church, Davidson United Methodist, his daughters’ Y-Guides Indian Princesses tribe and Florida State University alumni association. John enjoys golf and spending time with his wife, Cara and their two daughters, Delaney and Sophie.

Registered States:
CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT

Insight grounded in experience
Jack primarily focuses on the team’s business development initiatives and serves as their Financial Goal Analysis specialist, ensuring that every decision is made with his clients’ best interests in mind. In addition to these responsibilities, he assists the team in developing comprehensive financial plans for successful executives, entrepreneurs, and families who seek a higher degree of confidence in their financial future.

As a Certified Financial Planner™ (CFP) designee, helping clients reach their goals is his top priority. Jack knows the right questions to ask about your life, your wealth and your hopes for the future. Together, he’ll help you find the answers you need to pursue those goals.

Jack’s experience in the personal financial planning areas of insurance, investments, retirement, estate, and fiduciary responsibility further reinforce his team’s ability to make recommendations. They understand the complexities that come with significant wealth, and strive to provide advice tailored to individual circumstances that are expected and unexpected.

Credentials that build confidence

• Certified Financial Planner™ (CFP®)
• B.S., finance, University of South Carolina
• Series 7 and 66 securities licenses
• Life, long-term care, accident and health insurance licenses

Outside of UBS
Jack is active with F3 and Forest Hills South Park Campus Church. He and his wife, Jillian, enjoy travelling, especially to South Carolina Gamecock football games. Having had the opportunity to play soccer internationally, Jack is an avid supporter of the Chelsea football team of the English Premier League.

Registered States:
CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, VT

Insight grounded in experience
Taylor has been in the financial services industry since 2016 when she joined Merrill Lynch as an intern in the New York office. On the team, Taylor is primarily responsible for opening new accounts; preparing account documentation; processing transfers, check requests and statement inquires; and addressing other operational and service procedures. She enjoys looking for ways to build client relationships and exceed client expectations.

Credentials that build confidence

• B.S., business administration, Queens University of Charlotte
• Series 7

Outside of UBS
As a student athlete, Taylor was a member of the two-time conference champions of the Queens University of Charlottes Women’s Golf Team. She is also very active with the Youth Ministry at Forest Hill Church where she is responsible for developing and implementing lesson plans, leading impactful group activities and mentoring life groups.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY