Our Financial Advisors strive to provide quality service to our clients by putting them first at all times. We offer our clients a transparent approach to portfolio management. Our highly qualified group of financial advisors provides our clients with a tailored portfolio designed with their financial goals in mind. Our wide range of clients, from high net worth accounts to family and individual retirement plans, know that they will be getting a team of professionals working everyday to provide them with the satisfaction and results they deserve.
John Edward McGovern
Managing Director - Wealth Management
John graduated from the University of California Santa Barbara with a degree in Economics. He began his career with Security Pacific Bank, being promoted to Branch Manager in El Segundo California in 1984. John entered the brokerage business with E.F Hutton and transferred to UBS in 1990. His investment strategy lies in strong total return stocks with an anticipated growing and consistant dividend, which will equate to increasing income and total return. John has his Series 3,7,63, 65 and insurance licenses.
During the week, John splits his time between our Beverly Hills and Santa Barbara offices. In addition to supporting his clients, John is an active member of the community, serving on the Board of Trustees's for Crane Country Day School. John currently lives in Santa Barbara with his family and enjoys biking, surfing, and horseback riding.
AL, AZ, CA, CO, CT, FL, GA, HI, MD, MI, MO, NC, NV, NY, OR, TX, UT, VA, WA, WY
Emmee Sarmiento Ferguson
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers.
Whatever your concerns, I can help you create a comprehensive financial plan to address your most important priorities. Over the last 20 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
– I draw from extensive research and resources from across UBS to deliver customized investment plans to help my clients grow and sustain wealth
– Focusing on retirement planning, insurance planning, and wealth transfer strategies, capital preservation and risk management remain top priorities
My professional achievements and education
– B.S., Finance, Cal State University Fullerton
– Series 7, 63, and 65 securities licenses
Outside the office
– I live in Manhattan Beach with my husband Ben, and three kids
– I enjoy traveling with my family and friends, reading, hiking, surfing, snowboarding, the Bar Method®, and the peacefulness of home
AZ, CA, CO, FL, MA, MD, NJ, NV, NY, OR, PA
Jennifer is a registered Client Service Associate who works with a small group of successful individuals/families to ensure that all of their day to day financial needs and long term financial goals are met. She believes building a strong relationship with clients leads to an overall more meaningful client experience.
Jennifer obtained her Bachelor's degree in Business Administration from Kent State University. After graduating from Kent, she moved to Washington DC to work with UBS, where Jennifer's career eventually brought her to live in California.
When she is not working with clients, she loves to play tennis, go biking, train for half marathons and travel.
CA, CO, DC, DE, FL, IL, MA, MD, MS, NC, NE, NY, OR, RI, SC, SD, TX, VA, WV