John Fawaz

Investment services now available through John Fawaz, CFP® of LPL Financial.

UBank of Jellico is proud to partner with John Fawaz, CFP®, a representative of LPL Financial. LPL provides access to a wide variety of investment products and professional advice for financial institutions and their clients throughout the United States.

John Fawaz has been working as a Certified Financial Planner™ (CFP®) for over ten years. Along with holding the trusted CFP® title, John is the past president of the East TN Financial Planning Association and is a six-year member of the Million Dollar Round Table. In 2011, he qualified for the prestigious Court of the Table*.

John welcomes all types of new clients, but he specializes in retirement income strategies and improving the rates of return on investments.

If you are looking to diversify your investment portfolio, some of the products that you will have access to as a result of Bank’s alliance with LPL Financial are: retirement planning, college savings plans, life insurance, fixed income securities, equities (individual securities), REITS, mutual funds, fixed and variable annuities, and wealth management. John will work with you to find strategies for your unique financial situation.

Whether your objective is growth, safety or income, UBank of Jellico and LPL Financial are committed to helping you reach your goals. Take a few moments to speak with John to learn more. Investment decisions do not have to be difficult or intimidating. Let him show you how easy, convenient and rewarding investing can be.

*Qualification based on production requirement for members of the Million Dollar Round Table. LPL Financial and the Million Dollar Round Table are independent entities.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of UBank of Jellico and are not endorsed, recommended or guaranteed by UBank of Jellico or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible.

LPL Financial and UBank of Jellico are non-affiliated entities.

http://www.financialpartnerstn.com/

*Financial Partners of TN are not FDIC ensured.