A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Chess board

James Edward Vicenzi, CFP

Vice President–Wealth Management

Jim leverages his 30 years of financial services experience across a variety of roles to provide individuals and families with comprehensive personal financial planning, wealth management, and lifetime, estate, and charitable planning strategies.

In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Jim has earned the designations of Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) from the American College. Jim holds a BA in philosophy from Georgetown University, a JD from Vermont Law School and a master’s degree in tax law from the Boston University School of Law. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 securities registrations and is licensed in the areas of life, health, and variable insurance.

He is a past president of the Maine Chapter of the Society of Financial Service Professionals and is a member of the Maine Estate Planning Council and the Financial Planning Association (FPA). Jim has been an active member of Rotary as well a longtime race team coach with Maine Handicapped Skiing. Jim lives in Yarmouth and in his spare time enjoys kayaking, skiing and spending time with his wife, Paula, and their two adult children.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OR
  • PA
  • TX
  • VA
  • WA
  • WI

Education

  • B.A. Philosophy, Georgetown University
  • JD, Vermont Law School
  • Master's Degree in Tax Law, Boston University School of Law

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Chartered Life Underwriter®
1 City Center
7th Floor
Portland, ME 04101
  • (207) 791-5552

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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