John Stanford Email & Phone Number
Senior Vice President, Financial Advisor, Wealth Management @ UBS Group AG
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John Stanford Location
- Charlotte, NC, US
John Stanford Work
- 2014 -now Senior Vice President, Financial Advisor, Wealth Management @
- 2008 -2014 Financial Advisor, First Vice President- Investments @
- 2006 -2008 Vice President Investment Services @
- 2004 -2006 Managing Partner @ Stanford Stott Wealth Management
- 2000 -2004 Financial Advisor @
John Stanford Education
- Florida State University
Bachelor of Science (B.S.) (Geography)
1995-2000
John Stanford Skills
- Investments
- Finance
- Insurance
- Financial Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Series 63
- Retirement
- Investment Advisory
- 401k
- Long-term Care
- Alternative Investments
- Portfolio Management
- Asset Management
- Long Term Care
- Asset Allocation
- Financial Services
- Settlement
- Equities
- Bonds
- Equity Derivatives
- Hedge Funds
- Fixed Income
- Convertible Bonds
- Trading
- Financial Markets
- Institutional Investments
- Derivatives
- Mutual Funds
- Convertible Arbitrage
- Structured Products
- Bloomberg
- Global Macro
- Investment Banking
- Capital Markets
- Asset Managment
- Equity Trading
- Investment Strategies
- Equity
- Securities
- Structured Finance
John Stanford Summary
- John Stanford, based in Charlotte, NC, US, is currently a Senior Vice President, Financial Advisor, Wealth Management at UBS. John Stanford brings experience from previous roles at Wells Fargo Advisors, First Charter Bank, Stanford Stott Wealth Management and A.G. Edwards. John Stanford holds a 1995 - 2000 Bachelor of Science (B.S.) in Geography @ Florida State University. With a robust skill set that includes Investments, Finance, Insurance, Financial Advisory, Series 7 and more. John Stanford has 3 emails and 2 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
Anthony Donatelli
COO, Social Impact and Philanthropy, UBS
United Kingdom
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Jim Kennedy
CTO, Wealth Management Americas
United States
Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Francesca Giordana
CEO of UBS Fiduciaria
Milan, IT
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Matthew Ouderkirk
Chief Operating Officer, Global Markets
New York, NY, US
Marc-Anthony Hourihan
Chairman Global Mergers and Acquisitions
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Wiwi Gutmannsbauer
COO Asia Pacific
Zürich, ZH, CH
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Tom Hall
CEO, UBS Optimus Foundation network
London, GB
Tobias Vogel
CEO UBS Europe SE
Germany
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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