John Grannis , CFP®

Financial Advisor, Vice President - Wealth Management at UBS Financial Services Inc.

Ponte Vedra Beach, Florida, United States

About

My focus is on strategies for retirement planning, and investment management for individuals and families. **Registered States**AL,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,IL,IN,KY,LA,MA,MD,MN,MO,NC,NJ,NY,OH,OR,PA,RI,SC,TN,TX,VA,VI,VT,WV /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Experience

  • Vice President - Wealth Management at UBS
    Jan 2011 - Present · 15 yrs 6 mos

    Comprehensive Wealth Management, Financial Planning, Investment Management

  • Vice President at Morgan Stanley Smith Barney
    Nov 2005 - Jan 2011 · 5 yrs 3 mos