Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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James "Jim" Boullion

Senior Vice President–Wealth Management

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • Accountancy, Business Administration, University of Wisconsin - Eau Claire

Credentials

  • Corporate Stock Benefit Consultant
  • Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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