John Green Email and Phone Number

My goal is to help clients through all aspects of the wealth process. I develop customized plans that begin with building wealth through the accumulation stage, then work on sustaining their assets in the preservation stage and ultimately develop specific detail orientated plans in the final distribution stage. The distribution stage encompasses everything from lifetime income, to help ensure clients don't run out of money in retirement, to the distribution of wealth in the most tax efficient way. While I recognize that not every client's path is linear, I can help create a plan, regardless of the starting point. My client plans are developed through a discovery process that connects their wealth, their health and the life style they are looking for in retirement. In doing so, I look at seven distinct aspects of retirement. Together, we look at each aspect to determine which are the most and least concerning. Through this discovery process, a client's fully customized plan is developed; no one client is the same.Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors/*********/**These 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 http://www.ubs.com/fas-legal for the full disclosure.**