John Aderholdt - UBS Financial Services Inc.
Why pick this one
John Aderholdt - UBS Financial Services Inc. manages discretionary portfolios and serves individuals, families, and small business retirement programs from Greensboro.
Best for
- Individuals and families seeking wealth management
- Small businesses seeking retirement program guidance
- Clients seeking discretionary portfolio management
- Hospitals or universities needing municipal bond offering experience
- Clients seeking financial planning supported by UBS investment research, economics, estate planning, and capital markets resources
Specialties
- discretionary portfolio management
- public finance investment banking
- municipal bond offering consulting
- small business retirement program planning
- comprehensive financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER
What makes them different
- Team oversees $200 million in client assets
- John Aderholdt has a 40-year career in the securities industry
- John Aderholdt spent 20 years as a public finance investment banker
- John Aderholdt is approved to manage accounts on a discretionary basis through UBS's Portfolio Management Program
- Team member William Mark Aderholdt is a CERTIFIED FINANCIAL PLANNER™ professional
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 717 GreenValley Road, Greensboro, NC 27408
- Phone
- 3368346952
- Website
- https://advisors.ubs.com/john.aderholdt/?utm_so...
- john.aderholdt@ubs.com
Services
- wealth management
- investment management
- financial planning
- retirement planning
- portfolio management