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.


James Parker

First Vice President–Wealth Management

I have loved working in the financial industry for almost 30 years, starting with the Irving Trust Company of New York at the corner of Broadway and Wall in Manhattan in 1983 making trade loans to Japanese, Korean and Philippine banks. My career has taken me to London and Tokyo with the Fixed Income Department of Citicorp's Investment Banking business where I worked with some of the world's most sophisticated investors. I have since built my practice at UBS by combining global financial insight with main street values, by insisting that before we invest we have a plan, and that once we are invested we revisit the plan periodically to make sure we are heading in the right direction.

Registered States:
  • AK
  • AR
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  • CA
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  • FL
  • ID
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  • WA
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  • MBA, Thunderbird
  • BSFS, Georgetown University
805 South West Broadway
Suite 2600
Portland, OR 97205
  • (503) 225-9251

Email Me

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UBS and Credit Suisse—stronger than ever

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.

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