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$3.9 trillion
In invested assets globally
As of 12/31/2022
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
Financial Advisor
Jim joined UBS in 2008 after having spent the previous 11 years at another major financial services firm. An Accredited Wealth Management Advisor and a Chartered Retirement Planning Counselor, Jim holds a bachelor's degree from the University of Louisiana-Monroe and a master's degree from Stephen F. Austin State University. He also has Series 7, 63 and 65 securities licenses, as well as Texas life insurance and annuity licenses.
Active members of the community, Jim and his wife, Betty, have lived in the Tyler area for more than 30 years. They have two children, Katie and Chris, a daughter-in-law Emily, and three grandchildren, Cole, Caroline, and Olivia. Their family enjoys spending time together raising and riding Tennessee Walking horses, skiing, hunting and "living life on the farm."
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Jim joined UBS in 2008 after having spent the previous 11 years at another major financial services firm. An Accredited Wealth Management Advisor and a Chartered Retirement Planning Counselor, Jim holds a bachelor's degree from the University of Louisiana-Monroe and a master's degree from Stephen F. Austin State University. He also has Series 7, 63 and 65 securities licenses, as well as Texas life insurance and annuity licenses.
Active members of the community, Jim and his wife, Betty, have lived in the Tyler area for more than 30 years. They have two children, Katie and Chris, a daughter-in-law Emily, and three grandchildren, Cole, Caroline, and Olivia. Their family enjoys spending time together raising and riding Tennessee Walking horses, skiing, hunting and "living life on the farm."
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
