Global insight. Opportunities worldwide.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

James Shea, CFP®

Managing Director–Wealth Management

International Private Wealth Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • WA

Education

  • B.A. Finance and Accounting, University of St. Thomas - St. Paul, Minnesota

Credentials

  • International Private Wealth Advisor
  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™
775 Page Mill Road
Palo Alto, CA 94304
  • (619) 557-2425

Email Me

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Investment management

Investment management

Family offices

Family offices

Global art initiative

Global art initiative

Insights

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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