A plan for today, tomorrow and generations to come

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.

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James Dillon

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • VT
  • WA
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-3897

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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