ABC-SEMI Issue 2 2020
Southeast Michigan Contractors Issue 2 2020 11 EDUCATION FEBRUARY SEMINAR RECAP John J. Meldrum has been in the financial services industry for 35 years. He began his career at Merrill Lynch and joined UBS in 2011. John is a graduate of Mich- igan State University and holds a Chartered Retirement Planning Counselor accreditation. John lives in Metamora and has a cottage on Harsens Island where he visits often during the summer months. In his free time, he enjoys spending time with his four children, 8 grandchildren, and big game hunting. He has traveled around world to hunt including recent trips to Bolivia, Zambia, and Uganda. John J. Meldrum, CRPC ® Senior Vice President Wealth Management (248) 649-7541
[email protected] Michael W. Barber CFP ® , CRPC ® Wealth Strategy (248) 637-0221
[email protected] Backed by the Global Resources of UBS With more than 150 years of wealth management experience at its core, and drawing upon an integrated mix of investment banking and asset management businesses, UBS focuses on providing relevant guidance, differentiated global perspectives, diverse strategies, and solutions for private, corporate, and institutional clients worldwide. We access the deep resources and wealth management expertise of this firm to deliver the trusted financial advice our clients seek today to confidently move forward. Michael began his career at UBS in 2010. As the team’s Certified Financial Planner™, he gathers and inputs the data for all their client’s estate and financial plans. He helps the team develop and implement investment strategies based on the plan results and objectives of each client. Michael enjoys hunting, fishing and traveling with his wife, Morgan. Michael is a proud graduate of Michigan State University where he earned his degree in finance and currently vol - unteers as the Chapter Advisor of his fraternity.
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