John Posey

Senior Vice President, Wealth Management

John Posey has over 30 years of experience in financial services, currently serving as Senior Vice President in Wealth Management at UBS since 2008. Previously, they held the same title at Morgan Stanley from 1991 to 2008. John earned a Bachelor's degree in Business Administration from Campbell University, where they were recognized as an All-American baseball player. They are also a graduate of the Wharton School of Business Financial Advisory Program, earning the Wealth Advisor designation. Recognized as a Forbes Best-in-State Wealth advisor in Florida for 2023, John is deeply involved in the community and resides in Gulfport, Florida with their family.

Location

St. Petersburg, United States

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