John R. Sholtis
About John R. Sholtis
John R. Sholtis serves as the Senior Vice President and Wealth Advisor at UBS, where he has worked since 2007. He specializes in wealth management and is registered to provide financial advisory services in 26 states across the United States.
Work at UBS
John R. Sholtis has served as Senior Vice President and Wealth Advisor at UBS since June 2007. With over 16 years of experience at the firm, he specializes in wealth management services. His role involves providing financial advisory services to clients, leveraging his extensive knowledge in the field. Sholtis has been recognized for his expertise and has maintained a strong presence in the wealth management sector while operating out of New Haven, Connecticut.
Education and Expertise
John R. Sholtis earned a Bachelor of Science in Business Economics from SUNY Oneonta, where he studied from 1983 to 1986. He furthered his education at the Cannon Financial Institute, focusing on Trusts and Estates, and achieved the Certified Trust and Financial Advisor (CTFA) designation from 2000 to 2002. Additionally, he has been studying at UBS Financial Services since 2008 to enhance his skills as a Wealth Advisor.
Background
Before joining UBS, John R. Sholtis worked at Bank of America for 18 years, where he held the position of Vice President and Relationship Manager in the Private Bank from 1989 to 2007. His extensive background in financial services has contributed to his current role in wealth management, allowing him to provide comprehensive advisory services to a diverse clientele.
Registered Financial Advisor
John R. Sholtis is registered to provide financial advisory services in 26 states across the United States, including major markets such as Arizona, California, and New York. This wide registration enables him to serve clients in various regions, enhancing his ability to meet the financial needs of a broad client base.