NEW YORK, January 12, 2024--UBS Wealth Management USA today announced that Financial Advisors Joseph J. Guarneri, Steven Kabot, and the rest of the St. John investment advisor team have officially joined their ranks. This move signals a significant expansion for UBS Wealth Management USA and brings a wealth of experience and expertise to their already impressive lineup of financial advisors.
Validus Financial Associates, which oversaw roughly $800 million at Lincoln Financial, has found a new home at LPL. This change has created a buzz in the financial world, with many industry experts eagerly anticipating the impact of this merger on the investment landscape.
Inflation rose again in July to 3.3 per cent, above the Bank of Canada target of 3 per cent, fueling speculation about the future of the economy. With such uncertainty, having a seasoned team of investment advisors like St. John on board can provide clients with the guidance they need to navigate these challenging times.
Kathy McMillan has almost 30 years of experience in personal financial management. She is a Certified Financial Planner (CFP®) and brings a wealth of knowledge to the St. John investment advisor team. Her expertise will be invaluable in helping clients achieve their financial goals.
The STEM eligible Master of Science degree in Finance is designed to provide students with expertise to make effective managerial and investment decisions. With the addition of the St. John investment advisor team, UBS Wealth Management USA is well-positioned to provide clients with innovative and strategic financial solutions.
The 7321 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors list have a track record of success over time, collectively managing billions of dollars in assets. By welcoming the St. John investment advisor team, UBS Wealth Management USA is further solidifying its reputation as a leader in the financial services industry.
John has a Bachelor's degree in Finance from Northeastern University and volunteers and serves on the board of the Boys & Girls Club. His commitment to giving back to the community aligns with UBS Wealth Management USA's values, making him a valuable addition to the St. John investment advisor team.
Black women's leadership in financial services has been critical not only for visibility but also because this is where wealth is created and managed. The inclusion of diverse perspectives, like those brought by the St. John investment advisor team, is essential for driving innovation and success in the industry.
Each student is asked to bring $25 of their own money, then St. John's adds another $200 to each participant's coffer to distribute as microloans. This hands-on approach to financial education exemplifies the dedication of the St. John investment advisor team to empowering individuals to take control of their financial futures.
