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.

Boardroom

James Kitz, CIMA

Senior Vice President–Wealth Management

I graduated from the U.S Military Academy in 1985. In 1990 after five years of commissioned service in the United States Army as a Transportation Officer, I joined the Norfolk office of what was then, Kidder, Peabody & Co. Having been assigned to Fort Eustis, Virginia, my family and I experienced the benefits of living in Hampton Roads and were eager to remain in the community. An avid sports enthusiast, I have been active in several youth athletic programs. I am married with two adult children and live in Smithfield, Virginia.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • B.S General Engineering, United States Miliatary Academy

Credentials

  • Wealth Advisor
  • Senior Portfolio Manager
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-3389

Email Me

The circular economy: What is it?

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.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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