John Garrity
About John Garrity
John Garrity serves as the First Vice President of Wealth Management at UBS, where he has worked since 1994. He specializes in strategic financial planning and holds the Chartered Financial Consultant and Chartered Retirement Planning Counselor designations.
Work at UBS
John Garrity has been employed at UBS since 1994, serving as the First Vice President in Wealth Management. His tenure at the firm spans 30 years, during which he has developed expertise in financial services. Garrity's role involves providing comprehensive financial planning and advisory services to clients, particularly focusing on high net worth individuals, families, and businesses.
Education and Expertise
John Garrity holds the Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC) designations. These credentials signify his advanced knowledge in financial planning and retirement strategies. Garrity specializes in strategic financial planning, emphasizing retirement planning tailored to the needs of affluent clients.
Background
John Garrity is registered to provide financial services in 25 states across the United States, including major markets such as California, Florida, and New York. This extensive registration allows him to serve a diverse clientele and address various financial needs across different regions.
Achievements
Throughout his career, John Garrity has focused on strategic financial planning, particularly in retirement planning for high net worth individuals, families, and businesses. His long-standing position at UBS and his professional designations reflect his commitment to the financial services industry and his clients' financial well-being.