John Whedon
Ftb Financial Services at Ubs
Based in Cincinnati, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
118K
Contact information
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j•••••••@ubs.com
Phone
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Background
About John Whedon
I am a CERTIFIED FINANCIAL PLANNER providing families with customized comprehensive wealth management solutions. As a CFP I serve as fiduciary with a families best interest. The scope of a CFP includes retirement planning, investments, tax planning, estate planning, insurance and risk management. I am one of 26 members on a team of professionals that specializes in solutions for Procter and Gamble and other publicly held companies. I live in Clifton's Gaslight District with my family and enjoy fund raising for local charities, golf, and are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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