John S. Adams, CFP, CIMA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Seattle, WA. He leads The Arbor Group, a team specializing in fee-based, multi-strategy asset management for Foundations, Endowments, and high net worth families. The Arbor Group offers socially and environmentally screened global investment portfolios and provides multi-manager investment consulting for conservation endowments.
UBS Financial Services Inc. is a global leader in wealth management, with over $5 trillion in invested assets globally. They offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. UBS is committed to understanding their clients' financial goals and delivering finely crafted financial advice tailored to their needs.
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