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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
With over 17 years of experience, Jim specializes in working with affluent individuals and family businesses utilizing comprehensive wealth management stratigies to achieve their goals. Jim also provides investment consulting services for corporate retirement plans.
Born and raised in Rochester, New York, Jim resides in Fairport with is wife, Dawn and children Charlie and Abby. He graduated form McQuaid Jesuit High School in 1988 and Le Moyne College in 1992, with a B.S. degree in Accounting.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With over 17 years of experience, Jim specializes in working with affluent individuals and family businesses utilizing comprehensive wealth management stratigies to achieve their goals. Jim also provides investment consulting services for corporate retirement plans.
Born and raised in Rochester, New York, Jim resides in Fairport with is wife, Dawn and children Charlie and Abby. He graduated form McQuaid Jesuit High School in 1988 and Le Moyne College in 1992, with a B.S. degree in Accounting.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
