
Cpm John Willis Cepa Crpc Crps
As a Certified Portfolio Manager, Certified Exit Planning Advisor, Chartered Retirement Planning Counselor and Chartered Retirement Plan Specialist... | Murrieta, California, United States
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Cpm John Willis Cepa Crpc Crps’s Emails jo****@ub****.com
Cpm John Willis Cepa Crpc Crps’s Phone Numbers No phone number available.
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Cpm John Willis Cepa Crpc Crps’s Location Murrieta, California, United States
Cpm John Willis Cepa Crpc Crps’s Expertise As a Certified Portfolio Manager, Certified Exit Planning Advisor, Chartered Retirement Planning Counselor and Chartered Retirement Plan Specialist I am always striving to provide the most thoughtful and impactful financial counsel to our privately held business's owners, their families, and employees. Over 17 years of building our practice, we have instilled a military strict analytical wealth management process and surrounded ourselves with a talented group of people that serve our clients with grace, empowerment, and respect. We are big believers "Nothing ventured, nothing gained". I encourage you to connect with our team, use us as a resource, and experience the difference in trusted advice. http://financialservicesinc.ubs.com/team/willisgroup/ /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Cpm John Willis Cepa Crpc Crps’s Current Industry Ubs Financial Services
Cpm
John Willis Cepa Crpc Crps’s Prior Industry
Ubs
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Smith Barney Brokerage Firm
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Merrill Lynch
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Ubs Financial Services
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Work Experience

Ubs Financial Services
First Vice President - Wealth Management, Usa | Senior Portfolio Manager
Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch
Vice President
Thu Dec 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Smith Barney Brokerage Firm
Second Vice President
Thu Aug 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
First Vice President - Wealth Management, Usa | Senior Portfolio Manager
— Present