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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

James N. Cantrell

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- HI
- ID
- MI
- NC
- ND
- NM
- NV
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
Jim began his career in financial planning and investment management at PaineWebber (now UBS) in 1992. Jim helped to develop an integrated CRM solution for his wealth management practice. Utilizing cutting-edge financial planning and asset allocation software, he began implementing client strategies that were flexible and forward-looking. Previously, Jim was a mortgage banker with Finance West in Los Angeles. Jim is a past president and current vice president of finance and board member of the Los Angeles Philanthropic Foundation, a 60-year-old educational endowment bestowing college scholarships annually to private universities in Southern California. Jim and his wife Marji live in Long Beach. In his spare time, Jim enjoys playing golf at Old Ranch Country Club in Seal Beach.
- Wealth Advisor
- Senior Portfolio Manager
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
John W. Orr

Executive Director

Senior Portfolio Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a five-time member of the On Wall Street’s Top 100 Branch Manager honoree list. He is also a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as the Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.
- University of Illinois, B.A. in Economics
- The Ohio State University, M.B.A.
- Senior Portfolio Manager
- Chartered Retirement Planning Counselor
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Kevin T. Phillipp

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63 and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.
- University of Minnesota, B.A. in Economics
- Senior Portfolio Manager
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Austin G. Orkin

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Austin began working for UBS in 2017 and recently joined the Cantrell / Orr / Phillipp Group. His responsibilities on the team include collaboration on financial plans, portfolio analysis, market research, client service matrix and administrative duties. Austin graduated from California State University, Long Beach with a B.S. in business administration, concentration in finance and economics. Austin is an avid golfer and while attending California State University, Long Beach he played for the men’s golf team. He enjoys traveling and spending time with family and friends.
- California State University, Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Ruby Selig

Client Associate
View bio
Ruby graduated from California State University of Los Angeles with a B.S. in business administration and a concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.
- California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

James N. Cantrell

Senior Vice President–Wealth Management

Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- HI
- ID
- MI
- NC
- ND
- NM
- NV
- OH
- OR
- SC
- TX
- UT
- VA
- WA
- WI
Jim began his career in financial planning and investment management at PaineWebber (now UBS) in 1992. Jim helped to develop an integrated CRM solution for his wealth management practice. Utilizing cutting-edge financial planning and asset allocation software, he began implementing client strategies that were flexible and forward-looking. Previously, Jim was a mortgage banker with Finance West in Los Angeles. Jim is a past president and current vice president of finance and board member of the Los Angeles Philanthropic Foundation, a 60-year-old educational endowment bestowing college scholarships annually to private universities in Southern California. Jim and his wife Marji live in Long Beach. In his spare time, Jim enjoys playing golf at Old Ranch Country Club in Seal Beach.
- Wealth Advisor
- Senior Portfolio Manager
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
John W. Orr

Executive Director

Senior Portfolio Manager
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- MA
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
John entered the financial services industry in 1994. He managed the Long Beach branch from 2003 to 2015. He is a five-time member of the On Wall Street’s Top 100 Branch Manager honoree list. He is also a member of the UBS Directors Council and serves as an arbitrator for the National Futures Association. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as the Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. John graduated from the University of Illinois with a B.A. in economics and received his M.B.A. from the Ohio State University. John is a Harley-Davidson and classic car enthusiast, as well as an internationally ranked, world-class Brazilian jiujitsu black belt competitor. He lives with his wife, Kelly, in Long Beach and has three children.
- University of Illinois, B.A. in Economics
- The Ohio State University, M.B.A.
- Senior Portfolio Manager
- Chartered Retirement Planning Counselor
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Kevin T. Phillipp

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- KY
- MA
- ME
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Kevin began his financial services career with UBS in 1995 and concentrates on small business retirement plans as well as assisting small business owners, professionals, and individuals with their own retirement planning needs. He is Series 3, 7, 63 and 65 securities and commodities licensed. He also holds life agent insurance, long-term care, and annuity licenses. Kevin received a B.A. in economics from the University of Minnesota and enjoys traveling the world in his spare time. He lives with his wife, Dawn, in San Pedro.
- University of Minnesota, B.A. in Economics
- Senior Portfolio Manager
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Austin G. Orkin

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
Austin began working for UBS in 2017 and recently joined the Cantrell / Orr / Phillipp Group. His responsibilities on the team include collaboration on financial plans, portfolio analysis, market research, client service matrix and administrative duties. Austin graduated from California State University, Long Beach with a B.S. in business administration, concentration in finance and economics. Austin is an avid golfer and while attending California State University, Long Beach he played for the men’s golf team. He enjoys traveling and spending time with family and friends.
- California State University, Long Beach, B. A. in Business Adminstration, concentration in Finance and Economics
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Ruby Selig

Client Associate
View bio
Ruby graduated from California State University of Los Angeles with a B.S. in business administration and a concentration in marketing management. She has been in the financial industry for over 20 years. She began her career at UBS as an executive assistant in 2007 and became a client service associate in 2018. Ruby is client focused and responsible for enhancing the ongoing client experience by providing full administrative and operational support to the team and our clients. She lives in Lakewood with her husband and their son. In her time spare time, Ruby enjoys reading and spending quality time with family and friends.
- California State University, Los Angeles, B.S. in Business Administration, concentration in Marketing Management
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Focus on liquidity management

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Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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^$3.9 trillion

In invested assets globally
As of 12/31/2022

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UBS is a world-leading wealth manager

More than 150 years

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Insight-based advice

Your primary source for financial advice

James N. Cantrell

John W. Orr

Kevin T. Phillipp

Austin G. Orkin

Ruby Selig