Family. Wealth. For generations

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Woman jogging

James Willers, CRPS

Senior Vice President–Wealth Management

Branch Manager

James began his career in the financial services industry in 2009 at AXA Advisors. A graduate of Augustana College, James moved to UBS in 2013. With his energetic drive, he brings a unique insurance background, along with wealth management abilities to the firm. James takes great pride in his personal touch and ability to help clients in many aspects of their financial world.

A native of Sioux Falls, James lives in Sioux Falls with his wife Elizabeth, and their two children, son Benjamin, and daughter Avery. James is a devoted father, and loves every moment he can spend outdoors and traveling with his family.

Away from the office, James has been involved with a group of musicians as a singer/songwriter since the age of 12. He, and his fellow musicians, have traveled around the country bringing their music that has resonated with people of all ages. James, an avid golfer, can also be found competing in many tournaments throughout the summer.

James holds FINRA Series 6,7, 63, and 65.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • KS
  • MA
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NM
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • WA
  • WI
  • WY

Education

  • Augustana College

Credentials

  • Chartered Retirement Plans Specialist
  • Wealth Advisor
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108
  • (605) 361-4021

Email Me

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

Insights