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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:
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

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
  • (401) 455-6724

Email Me

The Year Ahead - Sustainable Investing

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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