John Timothy McGee, II, CPM - UBS Financial Services Inc. in Fort Myers, FL is a reputable wealth management firm that offers personalized financial planning and wealth management services to clients. With a focus on guiding clients through major life events and helping them preserve and pass on their wealth, their customized approach goes beyond investments to encompass all aspects of their clients' financial lives.
Backed by the strength of UBS, a global leader in wealth management with over $3.9 trillion in invested assets globally, John Timothy McGee, II, CPM provides access to the deep resources and expertise of UBS's experts in Wealth Management, Asset Management, and Private and Investment Banks. With a commitment to staying disciplined yet agile in the ever-changing financial landscape, they aim to make a real impact in the lives of their clients by helping them build a plan for today, tomorrow, and generations to come.
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