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John W

Series 63, Series 65

Jackson, TN

UBS Financial Services

John Wehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill. Outside of advisory work, he owns agricultural land in Tennessee that is actively farmed by family. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through model-based asset allocations and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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