Insight-based advice

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.


James Bernard Lipari, CFP, CLU

Senior Vice President–Wealth Management

Financial Advisor

I started my financial services career in 1986 with Thomson McKinnon Securities, later joining Merrill Lynch, where I focused on business succession and wealth transfer strategies. I joined UBS in 2015.

My practice is focused on helping clients to address their financial needs today and to create a road map toward their future goals, including a legacy for children and grandchildren.

My greatest professional satisfaction is derived from assisting clients in integrating their financial lives so that they can pursue their personal and financial objectives.

As a Portfolio Manager in the UBS Portfolio Management Program (PMP), I manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance to my clients.

I am also a CERTIFIED FINANCIAL PLANNER™ (CFP), a designation awarded by the Certified Financial Planner Board of Standards, Inc., and hold the Chartered Life Underwriter® (CLU) designation.

I earned my bachelor's degree from Kansas State University. I stay active in my community through the Eastland Community Foundation, the Gamma Chi Chapter of Kappa Sigma's Gift Fund, and currently sit on the board of Big Brothers Big Sisters of Greater Kansas City. In addition, I am a member of the Kansas City Estate Planning Society.

I live with my wife Mimi in Lee's Summit, Missouri, and we have two sons, Mike and Alex.

Registered States:
  • AZ
  • CO
  • FL
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MO
  • NC
  • NY
  • OK
  • TX
  • VA
  • WA


  • Bachelor's, Kansas State University


  • Chartered Life Underwriter®
  • Senior Portfolio Manager
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112
  • (816) 932-9525

Email Me


Exceptional financial strength and stability

Business transition and succession planning

Business transition and succession planning

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Our Process

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.

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In invested assets globally 
As of 12/31/2022

51 countries

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