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John Willis - Email & Phone Number

First Vice President - Wealth Management, USA | Senior Portfolio Manager at Ubs

John Willis is based out of Murrieta, California, United States of America and works at Ubs as First Vice President - Wealth Management, USA | Senior Portfolio Manager.

John Willis's Contact Information

John Willis's Work email
j*****@ubs***.com
Valid
John Willis's Phone number
+1 (626) *** ****
Latest update
December 10, 2025
Location
Murrieta, California, United States of America

John Willis's Work History

First Vice President - Wealth Management, USA | Senior Portfolio Manager
UBS Financial Services, Inc.
Oct 2013 - Present
Vice President
Merrill Lynch
Dec 2005 - Oct 2013
Second Vice President
Smith Barney Brokerage Firm
Aug 2002 - Dec 2005

John Willis's Education

Bachelor of Arts (B.A.)
Jan 1992 - Dec 1998
Brea Olinda High School
High School
Jan 1991 - Dec 1992
Carroll High School
Jan 1988 - Dec 1991

John Willis's Skills

Wealth Management
Retirement Planning
Income Planning
Qualified Retirement Plans
Asset Allocation
Investment Selection

John's current employer

Ubs logo

Ubs

Description
Website
ubs.com
HQ Location
zurich, switzerland
Founded
1862
Number of employees
10001+
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about John Willis

What company is John Willis working for?
John Willis works for Ubs.
What is John Willis's function at Ubs?
John Willis is First Vice President - Wealth Management, USA | Senior Portfolio Manager at Ubs.
Where is John Willis based?
John Willis is based out of Murrieta, California, United States of America.
What is John Willis's work email address?
John Willis's professional email address is j*****@ubs***.com
Who are John Willis's co-workers?
John Willis's colleagues are Sydney Green, Matt Fumuso, Nick Paterakos, Jeff Heard, Stéphane Weibel, Vincent Lucchesi, Kevin Fiscus, MaryBeth Walker, Gregoire Coudert, Durell Buzzini, Russell Weber, Allen Pierce, Steven Young, Aida Babayan, Nathan Hewes, Katie Burke, Devin Callinan, David Logan, Jamal Abu-Shamala, Bryant Davis, Grant Juth, Hiromi Hanamura, Vania Markarian, Jacqueline Kunkel, John Grannis, Christopher Criswell, Reed Fawley, Jordan Teichman, Stephen Smith, Brad Seamon, William Sobers, Mark Tunney, Allison Paine Landers, Dean Bryen, Pedro N..
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John's co-workers

Sydney Green avatar
Sydney Green
associate director - product owner, advisory investment programs
Matt Fumuso avatar
Matt Fumuso
First Vice President - Wealth Management
Nick Paterakos avatar
Nick Paterakos
Senior Vice President - Wealth Management
Jeff Heard avatar
Jeff Heard
Senior Vice President - Wealth Management USA; CFP®, CIMA®, CPWA®, Financial Advisor
Stéphane Weibel avatar
Stéphane Weibel
Director | Regional COO | Group Treasury Americas
Vincent Lucchesi avatar
Vincent Lucchesi
Senior Vice President - Wealth Management
Kevin Fiscus avatar
Kevin Fiscus
Vice President-wealth Management, Wealth Advisor
MaryBeth Walker avatar
MaryBeth Walker
Senior Vice President of Wealth Management
Gregoire Coudert avatar
Gregoire Coudert
Vice President - UHNW Financial Advisor
Durell Buzzini avatar
Durell Buzzini
Senior Vice President Wealth Management, Financial Advisor
Russell Weber avatar
Russell Weber
Senior Vice President - Wealth Management, Certified Financial Planner
Allen Pierce avatar
Allen Pierce
First Vice President - Wealth Management
Steven Young avatar
Steven Young
Senior Vice President - Wealth Management
Aida Babayan avatar
Aida Babayan
Senior Vice President – Wealth Management
Nathan Hewes avatar
Nathan Hewes
Vice President-wealth Management
Katie Burke avatar
Katie Burke
Director/Vice President
Devin Callinan avatar
Devin Callinan
Senior Vice President - Wealth Management
David Logan avatar
David Logan
Account Vice President
Jamal Abu-Shamala avatar
Jamal Abu-Shamala
First Vice President - Wealth Management
Bryant Davis avatar
Bryant Davis
Senior Vice President - Wealth Management
Grant Juth avatar
Grant Juth
Vice President - Wealth Management, USA
Hiromi Hanamura avatar
Hiromi Hanamura
First Vice President Wealth Management
Vania Markarian avatar
Vania Markarian
Vice President
Jacqueline Kunkel avatar
Jacqueline Kunkel
senior vice president - wealth managment - wealth advisor
John Grannis avatar
John Grannis
Vice President - Wealth Management
Christopher Criswell avatar
Christopher Criswell
Senior Vice President - Wealth Management
Reed Fawley avatar
Reed Fawley
Senior Vice President - Wealth Management
Jordan Teichman avatar
Jordan Teichman
Vice President
Stephen Smith avatar
Stephen Smith
Senior Vice President-Wealth Management
Brad Seamon avatar
Brad Seamon
Senior Vice President-Wealth Management
William Sobers avatar
William Sobers
Vice President - Wealth Management
Mark Tunney avatar
Mark Tunney
Senior Vice President - Private Wealth Management
Allison Paine Landers avatar
Allison Paine Landers
Chief Experience Officer (CXO), Banking & Lending
Dean Bryen avatar
Dean Bryen
CTO - Cloud and DevSecOps Platforms
Pedro N. avatar
Pedro N.
LATAM Business Risk - WM COO
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