Financial planning and beyond

[Global reach] Art and Sciences Building-Singapore

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.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

James Tuminello

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- DC
- FL
- HI
- ID
- IL
- KY
- ME
- MN
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- UT
- VA
- WA
James “Jamie” M. Tuminello is a seasoned financial advisor with nearly three decades of experience helping individuals and families build, preserve, and transfer wealth. Currently a Senior Vice President at UBS Financial Services in Seattle, James works with high-net-worth clients to design customized financial strategies that align with their long-term goals.

Prior to joining UBS in 2023, Jamie built a successful advisory practice at Morgan Stanley and previously at Wells Fargo Advisors. He is known for his deep client relationships, sophisticated financial planning expertise, and ability to guide families through complex market and life transitions.

Philosophy

Jamie is a dedicated professional known for his client-first approach—built on trust, transparency, and disciplined planning. His advisory work is grounded in personalized service and a commitment to helping clients make informed, confident financial decisions.

Highlights
- Senior Vice President, UBS Financial Services
- Over 27 Years of Industry Experience (Licensed in 1998)
- Licensed in 24 jurisdictions; holds Series 7, 63, 65, and SIE credentials
- Recognized for managing nearly $600 million in client assets and generating over $2.8 million in annual revenue at the time of transition to UBS
Education and Credentials
- B.A., Boston College, 1996
- Series 7, Series 63, Series 65, and Securities Industry Essentials (SIE)
Personal

Beyond his career, he values family above all else. Jamie lives in the Queen Anne neighborhood of Seattle with his wife of 25 years, Kara. They have three children: Alex (24), Brock (20), and Stella (16). Outside the office, Jamie enjoys exploring the outdoors, staying active in his local community, and spending time with his family. Originally from Southold, Long Island, he brings an East Coast work ethic and a West Coast sensibility to everything he does. Jamie seamlessly balances his professional leadership with his role as a devoted husband and father.
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

james.tuminello@ubs.com

James Tuminello

925 4th Avenue,Seattle,WA,98104
Matt Philichi Sr.

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MI
- MN
- MO
- MT
- NC
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Senior Vice President–Wealth Management

Financial Advisor

Matt joined the industry in 1989. He has a BA in Economics and Political science from University of Washington.

He has been married to Maryann since 1990. They have 3 children and 2 grand children. When he's not working, Matt enjoys spending time in his garden, cooking, and playing golf with friends. He enjoys reading, traveling and learning new things. With all of this, Matt is an avid runner and finds time to run around 30 miles per week.
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

matthew.philichi@ubs.com

Matt Philichi Sr.

1145 Broadway Plaza,Tacoma,WA,98402
Matt Philichi Jr.

Wealth Strategy Associate
View bio
- CA
- MT
- TX
- WA
Matt graduated from the United States Air Force Academy in 2019, then spent his active duty service commitment as a program manager working on our national defense’s satellite systems. He led a technical team of engineers responsible for developing ground terminal assets across the globe.

Matt became passionate about the financial industry while at the Air Force Academy.

Experience

-          Wealth Strategist – The Tuminello Group     (2024 – Present)

- Captain, Space Systems Command, USAF     (2020 – 2024)

Education and Credentials

-          B.S., Business Management, United States Air Force Academy

-          M.B.A., SMU COX School of Business

Personal

Matt enjoys cooking, running and golfing
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

mattjr.philichi@ubs.com

Matt Philichi Jr.

925 Fourth Avenue,Seattle,WA,98104

James Tuminello

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- DC
- FL
- HI
- ID
- IL
- KY
- ME
- MN
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- TX
- UT
- VA
- WA
James “Jamie” M. Tuminello is a seasoned financial advisor with nearly three decades of experience helping individuals and families build, preserve, and transfer wealth. Currently a Senior Vice President at UBS Financial Services in Seattle, James works with high-net-worth clients to design customized financial strategies that align with their long-term goals.

Prior to joining UBS in 2023, Jamie built a successful advisory practice at Morgan Stanley and previously at Wells Fargo Advisors. He is known for his deep client relationships, sophisticated financial planning expertise, and ability to guide families through complex market and life transitions.

Philosophy

Jamie is a dedicated professional known for his client-first approach—built on trust, transparency, and disciplined planning. His advisory work is grounded in personalized service and a commitment to helping clients make informed, confident financial decisions.

Highlights
- Senior Vice President, UBS Financial Services
- Over 27 Years of Industry Experience (Licensed in 1998)
- Licensed in 24 jurisdictions; holds Series 7, 63, 65, and SIE credentials
- Recognized for managing nearly $600 million in client assets and generating over $2.8 million in annual revenue at the time of transition to UBS
Education and Credentials
- B.A., Boston College, 1996
- Series 7, Series 63, Series 65, and Securities Industry Essentials (SIE)
Personal

Beyond his career, he values family above all else. Jamie lives in the Queen Anne neighborhood of Seattle with his wife of 25 years, Kara. They have three children: Alex (24), Brock (20), and Stella (16). Outside the office, Jamie enjoys exploring the outdoors, staying active in his local community, and spending time with his family. Originally from Southold, Long Island, he brings an East Coast work ethic and a West Coast sensibility to everything he does. Jamie seamlessly balances his professional leadership with his role as a devoted husband and father.
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

james.tuminello@ubs.com

James Tuminello

925 4th Avenue,Seattle,WA,98104
Matt Philichi Sr.

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MI
- MN
- MO
- MT
- NC
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Senior Vice President–Wealth Management

Financial Advisor

Matt joined the industry in 1989. He has a BA in Economics and Political science from University of Washington.

He has been married to Maryann since 1990. They have 3 children and 2 grand children. When he's not working, Matt enjoys spending time in his garden, cooking, and playing golf with friends. He enjoys reading, traveling and learning new things. With all of this, Matt is an avid runner and finds time to run around 30 miles per week.
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

matthew.philichi@ubs.com

Matt Philichi Sr.

1145 Broadway Plaza,Tacoma,WA,98402
Matt Philichi Jr.

Wealth Strategy Associate
View bio
- CA
- MT
- TX
- WA
Matt graduated from the United States Air Force Academy in 2019, then spent his active duty service commitment as a program manager working on our national defense’s satellite systems. He led a technical team of engineers responsible for developing ground terminal assets across the globe.

Matt became passionate about the financial industry while at the Air Force Academy.

Experience

-          Wealth Strategist – The Tuminello Group     (2024 – Present)

- Captain, Space Systems Command, USAF     (2020 – 2024)

Education and Credentials

-          B.S., Business Management, United States Air Force Academy

-          M.B.A., SMU COX School of Business

Personal

Matt enjoys cooking, running and golfing
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

mattjr.philichi@ubs.com

Matt Philichi Jr.

925 Fourth Avenue,Seattle,WA,98104

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Financial planning and beyond

Pursuing your goals together

James Tuminello

Matt Philichi Sr.

Matt Philichi Jr.