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$2.8 trillion
In invested assets globally
As of 06/30/2022
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 34 years of experience in the industry, he has earned the titles Senior Vice President, Wealth Advisor and Senior Portfolio Manager. Located in the team's Bend, Oregon office, he currently holds the Certified Financial Planner ™ (CFP®), Certified Investment Management Analyst® (CIMA®) and Certified Exit Planning Advisor (CEPA) designations. As a Certified Exit Planning Advisor, he helps clients prepare their estates for the future liquidity they are destined to earn, and helps plan for the complex challenges they may face—those that are known, as well as those unforeseen. Jim and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten. Additionally,
Jim and his wife Kim are celebrating 29 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending his last 20 years in Bend, Oregon. Whether it involves snow skiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 34 years of experience in the industry, he has earned the titles Senior Vice President, Wealth Advisor and Senior Portfolio Manager. Located in the team's Bend, Oregon office, he currently holds the Certified Financial Planner ™ (CFP®), Certified Investment Management Analyst® (CIMA®) and Certified Exit Planning Advisor (CEPA) designations. As a Certified Exit Planning Advisor, he helps clients prepare their estates for the future liquidity they are destined to earn, and helps plan for the complex challenges they may face—those that are known, as well as those unforeseen. Jim and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten. Additionally,
Jim and his wife Kim are celebrating 29 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending his last 20 years in Bend, Oregon. Whether it involves snow skiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Lets connect
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
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.
$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
