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.

Co-workers in a lobby

James Lynn, CIMA, CRPS

Senior Vice President–Wealth Management

Financial Advisor

CA Insurance License - 0D38941

With my clients, I emphasize comprehensive Wealth Management. This includes business and retirement planning, insurance and estate issues, as well as philanthropy and charitable giving.  In addition to serving a small group of High Net Worth families, we serve a variety of corporations, institutions, foundations, and charities. I attended the University of Kansas and received a Bachelor of Science in Chemical Engineering. I live in Barrington, Rhode Island with my wife and children. Community involvement is important to our family. We focus our time towards inclusion efforts for neurodiversity and LGBTQIA+ individuals to build better communities and connection.

 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • KS
  • KY
  • LA
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Science in Chemical Engineering, University of Kansas

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
500 Exchange Street
Suite 1210
Providence, RI 02903

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

LA Skyline

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

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