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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Financial Advisor
With over 25 years in the financial industry, Jim focuses in the areas of investment management and retirement distributions. Jim is a Certified Investment Management Analyst®, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
With over 25 years in the financial industry, Jim focuses in the areas of investment management and retirement distributions. Jim is a Certified Investment Management Analyst®, a designation obtained through coursework and examination at the Wharton School at the University of Pennsylvania. He holds a B.S. from Oregon State University in accounting and is Series 7 and 66 licensed.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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