Senior Vice President–Wealth Management
Financial Advisor
Jim began in the financial service industry in 1987 and has developed extensive knowledge of the financial markets. Prior to becoming a Financial Advisor, Jim worked in the banking industry for 12 years as a Senior Commercial Lender and Credit Analyst. Jim graduated from the University of Texas at Austin with a BBA and has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Jim's expertise is in designing and implementing custom portfolios based on comprehensive financial analysis of client's goals.
CA License #0M91425
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Jim began in the financial service industry in 1987 and has developed extensive knowledge of the financial markets. Prior to becoming a Financial Advisor, Jim worked in the banking industry for 12 years as a Senior Commercial Lender and Credit Analyst. Jim graduated from the University of Texas at Austin with a BBA and has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Jim's expertise is in designing and implementing custom portfolios based on comprehensive financial analysis of client's goals.
CA License #0M91425
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Jennifer has been in the financial services industry since 1998 when she began her career with the LaMotta Wealth Management Group. She focuses on providing tailored financial planning solutions for client's retirement, education, and estate planning needs. Jennifer achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College of Financial Planning and graduated from the University of Houston with a Bachelors of Business Administration in Finance.
CA License #0E75280
Recognized as an industry leader:
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
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Jennifer has been in the financial services industry since 1998 when she began her career with the LaMotta Wealth Management Group. She focuses on providing tailored financial planning solutions for client's retirement, education, and estate planning needs. Jennifer achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College of Financial Planning and graduated from the University of Houston with a Bachelors of Business Administration in Finance.
CA License #0E75280
Recognized as an industry leader:
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
Let's connect
Senior Client Associate
Deidre joined the LaMotta Wealth Management Group in 2001. Her experience in the financial service industry began in 1991 on the institutional bond desk. Deidre is fully licensed and assists clients with all of their day to day operational needs.
Senior Client Associate
Deidre joined the LaMotta Wealth Management Group in 2001. Her experience in the financial service industry began in 1991 on the institutional bond desk. Deidre is fully licensed and assists clients with all of their day to day operational needs.
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.
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.
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