Let's move forward. Together.

Your Needs Come First

My focus is on understanding my clients' personal goals and building a clear and comprehensive financial plan to support them. As your financial partner, I take the time necessary to understand your needs and implement a customized wealth management plan for you.

My clients are busy—they seek clear, simple, candid solutions. My passion for helping families achieve their goals, coupled with over 20 years of financial planning experience for large corporations and families, better enables me to bring best-of-class service to my clients.

Low Angle View Of Suspension Bridge

James Lugannani

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IN
  • MA
  • ME
  • MN
  • MS
  • NE
  • NJ
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SD
  • TX
  • WA
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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