Monticello Wealth Management, a division of UBS Financial Services Inc., is a trusted financial advisory firm located in Norfolk, VA. With over 120 years of combined experience, their team is dedicated to creating, preserving, and managing wealth for their clients. They offer personalized wealth management strategies and portfolio management services, building lifelong client relationships based on friendship, trust, and confidence. Monticello Wealth Management aims to simplify their clients' financial lives by providing customized client service, leveraging a broad professional network, and safeguarding multigenerational wealth.
John E. Searing, CFP, First Vice President Wealth Management Financial Advisor, brings over 28 years of experience to the team. He is committed to understanding his clients' desires and goals, offering quality investment advice, and providing unparalleled service. John specializes in longevity planning, wealth transfer strategies, life transition planning, and philanthropic arrangements. With a comprehensive plan aligned with what truly matters to his clients, John helps them map out their financial future with confidence.
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