John Willis

John Willis, CPWA®, CPM®, CEPA®, is a Senior Vice President of Wealth Management and Senior Portfolio Manager at UBS Financial Services, Inc., where they have cultivated over two decades of expertise in advanced financial planning and investment strategies for business owners and their families. John previously served as Second Vice President at Smith Barney Brokerage Firm and Vice President at Merrill Lynch, enhancing their skills in corporate qualified plan advisory and business transition planning. They graduated with a Bachelor of Arts in Journalism from San Diego State University and are passionate about faith, reading, and good wine, while balancing family life with sporting events and fitness activities with their twins, Jack and Lizzie.