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®
305 Lytton Ave
Palo Alto, CA 94301
  • (619) 557-2425

Email Me

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global 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.

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Approach your financial future with confidence

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Navigating opportunities across your enterprise

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Comprehensive planning for significant wealth

Insights

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report
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