James Nastasi
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James Nastasi

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.

Registered States:
  • AZ
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA

James Nastasi

  • 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. 

James Nastasi

Education

  • BA in Economics, Gettysburg College

Credentials

  • Portfolio Manager
  • Wealth Advisor

James Nastasi

101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

james.nastasi@ubs.com
James Nastasi
101 West Elm Street,Conshohocken,PA,19428

James Nastasi

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.

Registered States:
  • AZ
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA

  • 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

  • BA in Economics, Gettysburg College

Credentials

  • Portfolio Manager
  • Wealth Advisor
101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

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Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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