Time to do great things

Start planning your future now

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Two people cleaning beach

James Stanton, CFP

Senior Vice President–Wealth Management


Personal & Community

  • Member, Loggerhead Marine Life Center, Juno Beach
  • Member, Friends of the Kravis Center, West Palm Beach, FL
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KS
  • LA
  • MA
  • MD
  • ME
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WV

Education

  • B.A., Rowan University
  • Brighton University, Brighton England
  • M.B.A., Palm Beach Atlantic University

Credentials

  • Chartered SRI Counselor
  • Portfolio Manager
  • Wealth Advisor
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 624-6410

Email Me

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UBS and Credit Suisse—stronger than ever

Can I invest sustainably across my portfolio?

Consider prioritizing SI portfolio alignment

The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. At UBS, we view a widening breadth of SI vehicles as an opportunity to deepen exposure.

Backed by the strength of UBS

A global leader in wealth management

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

#1

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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