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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.

Students sitting at desk

James Foard Jr.

Financial Advisor

Jim takes a detail-oriented approach to tackling the financial challenges and demanding situations faced by affluent families and business owners. With a focus on financial planning and investment management, Jim utilizes traditional and alternative investments in delivering his holistic wealth planning methodology to clients. Modern portfolio theory, tax efficiency and goals-based wealth management are cornerstones of his approach to investing money and planning for his clients’ financial futures.

The experience to guide you forward
Jim started his career in the small business world after college graduation in 1992. He transitioned into the financial services industry in 2000 with Prudential Securities, where he applied his knowledge and understanding of the needs and objectives of business owners to those of private individuals and families. He joined UBS in 2002.

Professional achievements and education

Member of the UBS Directors’ Council, 2015 – 2019, distinguishing him as one of the firm’s leading Financial Advisors
B.A., Psychology, College of the Holy Cross


Outside of UBS
A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is particularly passionate about helping children and adults with developmental disabilities. Jim has coached youth sports in Longmeadow for several years and is an active volunteer for various non-profit organizations. He serves on the Board of Directors at Pathlight (formerly The Association for Community Living) and at Valley Eye Radio in Springfield, MA. He lives in Longmeadow, MA, with his wife and their three children. He enjoys playing golf and spending time with his family.

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

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • B.A., Psychology, College of the Holy Cross
One Monarch Place
Suite 1400
Springfield, MA 01144
  • (413) 785-4938

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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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