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

  1. Senior Vice President, Financial Advisor, Wealth Management

    UBS

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

John Stanford — Senior Vice President, Financial Advisor, Wealth Management at UBS in Charlotte, NC, US | Unifers