John Stanford
Senior Vice President- Wealth Management, Wealth Advisor, Financial Advisor at UBS Financial Services Inc. Specializing in advising Deloitte Partners, Principals, and Managing Directors
- Role
- Senior Vice President, Financial Advisor, Wealth Management at UBS
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Stanford
John and his team at UBS are dedicated to advising successful Deloitte Partners…
Experience
Senior Vice President, Financial Advisor, Wealth Management
May 2014 — Present · Charlotte, NC, US
Education
Florida State University
Bachelor of Science (B.S.), Geography
1995 — 2000
Skills
- Finance
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Series 63
- Investments
- Investment Advisory
- Financial Advisory
- Wealth Management
- Series 7
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