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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
James Nastasi joined UBS Financial Services in October of 2015 as a Vice President of Wealth Management. He has been in the financial services industry since 2001. James follows a disciplined process that is designed to enable a relationship which permits him to craft solutions that help meet your financial needs. He is a graduate of Gettysburg College. James resides in Collegeville, PA with his wife, Ashley, and his daughter, Paige and son Bennett.
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
Credentials
Senior Vice President–Wealth Management
James Nastasi joined UBS Financial Services in October of 2015 as a Vice President of Wealth Management. He has been in the financial services industry since 2001. James follows a disciplined process that is designed to enable a relationship which permits him to craft solutions that help meet your financial needs. He is a graduate of Gettysburg College. James resides in Collegeville, PA with his wife, Ashley, and his daughter, Paige and son Bennett.
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
Credentials
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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