Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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
  • KS
  • MA
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • OR
  • 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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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