John Michael Vinci Aams® Awma™
About John Michael Vinci Aams® Awma™
John Michael Vinci is a Senior Vice President and Wealth Management Financial Advisor at UBS, with extensive experience in financial consulting. He specializes in personalized financial advice, wealth management, and retirement planning, and holds the AAMS® and AWMA™ designations.
Work at UBS
John Michael Vinci currently serves as Senior Vice President - Wealth Management Financial Advisor at UBS, a position he has held since 2022. He operates out of Danville, California, where he provides financial advisory services to clients in the San Francisco Bay Area. His role involves offering personalized financial advice that is tailored to meet individual client needs, focusing on wealth management and investment strategies.
Previous Experience at Charles Schwab
Before joining UBS, Vinci worked at Charles Schwab for six years, from 2016 to 2022. He held the position of Vice President - Financial Consultant during this time, based in San Ramon, California. Prior to this role, he served as an Associate Financial Consultant at the same company from 2012 to 2015. His experience at Charles Schwab contributed to his expertise in financial consulting and client relationship management.
Experience at Fidelity Investments
John Michael Vinci began his career in the financial services industry at Fidelity Investments, where he worked as a Financial Representative from 2011 to 2012. This role provided him with foundational experience in financial advisory services and client interactions, setting the stage for his subsequent positions in wealth management.
Education and Expertise
Vinci studied at Pepperdine University, where he earned a Bachelor's degree in Economics. He also completed his secondary education at Foothill High. In addition to his academic background, he holds professional designations as an Accredited Asset Management Specialist (AAMS®) and an Accredited Wealth Management Advisor (AWMA™), which enhance his qualifications in providing financial advice and managing client portfolios.
Wealth Management Services Offered
As a Senior Vice President and Wealth Management Financial Advisor, John Michael Vinci offers a range of services that include wealth management, investing, portfolio analysis, and retirement planning. His approach focuses on delivering clear, relevant, and actionable financial advice tailored to the unique situations of his clients.