John Rossi, Cepa®
About John Rossi, Cepa®
John Rossi serves as the Vice President of Wealth Management at UBS Financial Services, Inc., where he has worked since 2010. He previously held the position of Financial Advisor at Morgan Stanley Smith Barney from 2007 to 2010 and holds a BBA in Finance and Economics from the University of Houston.
Work at UBS
John Rossi has been serving as Vice President in Wealth Management at UBS Financial Services, Inc. since 2010. In this role, he focuses on providing financial advisory services and wealth management solutions to clients. His tenure at UBS spans over 14 years, during which he has developed a comprehensive understanding of the financial services industry and client relationship management.
Previous Experience at Morgan Stanley
Prior to his current position at UBS, John Rossi worked as a Financial Advisor at Morgan Stanley Smith Barney from 2007 to 2010. During this three-year period, he gained valuable experience in financial planning and investment strategies, which contributed to his expertise in wealth management.
Education and Expertise
John Rossi holds a Bachelor of Business Administration (BBA) degree with a focus on Finance and Economics from the University of Houston. His educational background provides a solid foundation for his work in wealth management and financial advisory services.