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 strive 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
  • HI
  • IN
  • MA
  • MD
  • ME
  • MN
  • MS
  • NE
  • NJ
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SD
  • TX
  • WA
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

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.

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings