John Edgar, CFP®, is a Financial Advisor and Portfolio Manager at UBS, a position held since 2013. Previously, they served as a Financial Consultant at M&T Securities from 2006 to 2013. John earned a Master of Business Administration (MBA) in Finance from York College of Pennsylvania between 2007 and 2012. They emphasize a comprehensive planning approach in their advisory practice, ensuring the financial strategies align with clients' evolving needs and goals.
Location
Northfield, United States
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