Financial planning and beyond

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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.

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. 

• AK
• AR
• AZ
• CA
• CO
• DC
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• LA
• ME
• MI
• MN
• MO
• MT
• NC
• NH
• NJ
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TX
• UT
• VA
• WA
• WI
• WV
• WY

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

He married Maryann in 1990 and they raised 3 children, Gianna, Mia and Matthew. They also have recently introduced 4 new grandbabies to their growing family also.

Experience

-          Wealth Advisor -      (1989 – Present)

Education and Credentials

-          B.A., Economics, University of Washington

-          Certified Financial Planner

Personal

-          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. Matt is also an avid runner and finds time to run around 30 miles per week.

• 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 Advisor – NOVA Wealth Management 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

Laurie has worked as a client Service Associate at UBS since 2013, providing exemplary administrative and client support. She is dedicated to delivering responsive, high quality service and fostering trusted, long term relationships.

Education

- B.A., Texas A&M University

Personal

- Prior to joining UBS, she lived and worked in London, England and Houston, Texas. Outside of work, Laurie enjoys spending time with her adult children, hiking scenic trails, knitting, and reading.

Joyce has a deep background in services for the banking and financial industry. She loves building relationships with clients and developing on her service and administrative oriented skills.

Experience

-         Client Service Associate - UBS Financial Services (March 2025 - Present)

-         Client Service Associate - Morgan Stanley (2023 - 2025)

-         Personal Banker - BECU (2017 - 2023)

Personal

-         Watching scary movies and K dramas. Joyce also enjoys hiking - Fun Fact: her first hike was climbing to the top of Mt St Helens. She says she will not be doing this again...