Insight-based advice

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Four people meeting in glass office

James Dill

Senior Vice President–Wealth Management

Financial Advisor

James provides institutions and individuals with tailored solutions to meet their financial needs. Along with the global capabilities of UBS he's dedicated to looking out for his clients best interests. He maintains a disciplined approach to help a variety of investors preserve and grow their hard earned assets. At UBS he has been recognized as a member of the Premier Fixed Income Team, which gives him access to institutional fixed income inventories and an open architecture model, composed of a principal trading desk and a fixed income platform which allows for additional product offerings, liquidity, and institutional pricing.

James resides in Gillette, New Jersey with his wife and four daughters. He is an avid golfer and enjoys staying active. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020, 2021
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
  • Forbes Best-in-State Wealth Advisors , 2021, 2022
  • Top 35 Under 35

Education

  • Bachelor of Science, Kean University
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
  • (908) 470-6222

Email Me

compass

A way forward

Investment management

Investment management

Retirement planning

Retirement planning

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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