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John B. Zodrow, a seasoned financial expert, has spent over 30 years honing his craft at esteemed institutions. As a Vice President at UBS, he has led wealth management teams, while also serving as a Financial Advisor at Merrill Lynch and a Product Engineer at Schlumberger. Zodrow's academic foundation is rooted in mechanical engineering, with a Master's degree from Rice University (1979) and a Bachelor's degree (1978). His expertise has been further refined through certifications, including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). With a strong presence in the financial industry, Zodrow holds registrations in multiple states, including Texas, and is based in Sugar Land, Texas.

Credentials

  • Chartered Financial Analyst
    CFA Institute
    Sep, 1999
    - May, 2026
  • Certified Financial Planner
    Certified Financial Planner Board of Standards
    Oct, 1996
    - May, 2026
  • **Registered States** AR, AZ, CA, CO, HI, IA, IL, IN, KS, LA, MD, MI, MN, MS, NC, NJ, NV, OH, TN, TX, UT, VA, WA
    FINRA

Experience

Education

  • 1978 - 1979
    Rice University
  • 1974 - 1978
    Rice University

Suggested Services

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Industry Focus. “Financial Services”

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