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.

Woman business owner

James B. "Jimmy" McKaveney

First Vice President–Wealth Management

I have dedicated over 21 years to my clients, assisting individuals with their financial needs utilizing a customized wealth management process. Primarily serving retirees, I focus on medical professionals and retirement planning in the pursuit of providing the highest quality of service. Prior to joining UBS in 2007, I spent 13 years with Wachovia and seven months with Smith Barney. I earned a B.S. degree in mathematics from the University of Pittsburgh and currently hold Series 3, 7, 9, 10, 63 and 65 securities licenses as well as variable annuity, life and health insurance licenses.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NH
  • NY
  • OH
  • PA
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Bachelor of Science, Mathematics, University of Pittsburgh

Credentials

  • Senior Portfolio Manager
150 Second Avenue North
Suite 1000
Saint Petersburg, FL 33701
  • (727) 892-2543

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights