John Stapleton
About John Stapleton
John Stapleton is a Wealth Strategy Associate at UBS, where he has worked since 2011. He has over a decade of experience in financial services, including previous roles at UBS and BlackRock.
Current Role as Wealth Strategy Associate
John Stapleton has served as a Wealth Strategy Associate at UBS since 2011. In this role, he focuses on developing wealth strategies for clients, leveraging his extensive experience in financial services. His position allows him to contribute to the financial planning and investment strategies tailored to meet the diverse needs of clients in Red Bank, New Jersey.
Previous Experience at UBS
John Stapleton has a significant history with UBS, having worked in various capacities. He was a Private Wealth Solutions Specialist from 2003 to 2006, where he specialized in delivering tailored wealth management solutions. Following this, he served as a Branch Analyst from 2006 to 2008 in the Greater New York City Area, where he supported branch operations and client services.
Experience at BlackRock
Before joining UBS, John Stapleton worked at BlackRock as an Internal Sales representative from 2002 to 2003. In this role, he engaged with clients and supported sales initiatives, gaining valuable insights into the asset management industry that would benefit his future roles in wealth management.
Education and Expertise
John Stapleton studied at St. Peter's University, where he earned a Bachelor of Science degree in Management from 1991 to 1993. His educational background provides a solid foundation for his career in financial services, equipping him with essential management skills applicable in wealth strategy development.
Licenses and Registrations
John Stapleton is registered to provide financial services in multiple states, including California, Connecticut, Florida, Massachusetts, Michigan, New Jersey, and New York. This registration allows him to serve a diverse clientele and expand his impact within the financial services community.