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

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • LA
  • MA
  • ME
  • MN
  • MS
  • NE
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TX
  • VA
  • WA
  • WY
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-5956

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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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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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