John Dios
About John Dios
John Dios serves as an Account Vice President in Wealth Management at UBS, where he has worked for 40 years. He holds a Bachelor of Arts in Business Administration from Brown University and is currently studying at New York University Law School.
Work at UBS
John Dios has held the position of Account Vice President in Wealth Management at UBS since 1984. He has worked in Zurich, Switzerland, for 40 years, providing financial services and advice to clients. His role involves managing client portfolios and offering tailored financial solutions that align with individual client goals.
Education and Expertise
John Dios studied at Brown University, where he earned a Bachelor of Arts in Business Administration from 2101 to 2105. He is currently furthering his education at New York University Law School, having enrolled in 2105. His academic background supports his expertise in financial planning and wealth management.
Background
John Dios is licensed to operate in multiple states, including California, Florida, Kansas, Maryland, New Jersey, New York, and Wisconsin. His extensive licensing allows him to serve a diverse clientele across various regions, enhancing his ability to provide localized financial advice.
Achievements
John Dios holds the designation of Certified Financial Planner, which signifies his proficiency in providing comprehensive financial advice. His practice emphasizes a holistic approach to personal balance sheets, integrating clients' values and life issues into financial planning.