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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Vice President
Financial Advisor
James Cargill helps individuals and corporate professionals build clarity and confidence in their financial lives througn retirement planning, investment strategy, and long-term wealth planning.
He specializes in working with executives of public companies and the unique complexities surrounding equity compensation. James' experience includes guiding clients through concentrated stock positions, employer stock plans, long-term incentive programs, diversification strategies, and tax-aware distribution planning.
James believes financial planning should be clear, collaborative, and aligned with his client's personal values, financial goals, and career milestones. He tailors his approach to emphasize transparency, financial education, and building long-term relationships helping clients feel supported through their financial decisions.
Vice President
Financial Advisor
James Cargill helps individuals and corporate professionals build clarity and confidence in their financial lives througn retirement planning, investment strategy, and long-term wealth planning.
He specializes in working with executives of public companies and the unique complexities surrounding equity compensation. James' experience includes guiding clients through concentrated stock positions, employer stock plans, long-term incentive programs, diversification strategies, and tax-aware distribution planning.
James believes financial planning should be clear, collaborative, and aligned with his client's personal values, financial goals, and career milestones. He tailors his approach to emphasize transparency, financial education, and building long-term relationships helping clients feel supported through their financial decisions.
You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
