Your life's goals

Wealth management to help you get there

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.

Three generations in front yard

James R. "Jimmy" Wilson

Managing Director–Wealth Management

I have helped clients manage their wealth for over 18 years. I joined UBS in 2009 after 12 years at Morgan Stanley.

With my clients, I emphasize Total Wealth Management by managing all financial needs and goals for each client using a specific and detailed plan based on their individual situation. My practice works with individuals, corporations, institutions, and foundations as well as a concentration in managing estates.

I graduated from the University of Georgia and Terry College of Business and am registered with FINRA, AMEX, CBOE, The National Futures Association, NASDAQ, NYSE, Philadelphia Exchange, and ARCA. I hold the Series 7, 31, 63, 65, and 66 securities licenses as well as licenses for life and health insurance.

I currently reside in Atlanta with my wife and four children.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NY
  • OH
  • OK
  • SC
  • TN
  • TX
  • VA
  • WI
  • WV

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • University of Georgia
  • Terry College of Business

Credentials

  • Wealth Advisor
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326
  • (404) 760-3355

Email Me

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We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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