How can you optimize the value of your business?

Our global insight matters

The Lipari Team

Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Lipari

    James Lipari

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CO
    • DC
    • FL
    • ID
    • IN
    • KS
    • MA
    • MD
    • MO
    • NC
    • NY
    • OK
    • PA
    • TN
    • TX
    • VA

    Jim started his financial services career in 1986 with Thomson McKinnon Securities, later joining Merrill Lynch, where he focused on business succession and wealth transfer strategies. In 2015 he brought his financial acumen to UBS.

    Jim focuses on helping clients to address their financial needs today and to create a road map toward their future goals, including a legacy for children and grandchildren.

    He derives his greatest satisfaction from assisting clients in integrating their financial lives so that they can pursue their personal and financial objectives.

    • As a CERTIFIED FINANCIAL PLANNER (CFP), a designation awarded by the Certified Financial Planner Board of Standards, Inc., Jim helps clients develop a clear path to achieve their dreams and aspirations.

    • As a Portfolio Manager in the UBS Personal Managed Portfolio (PMP) Program, Jim can manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance to his clients.

    • Through the Certified Exit Planning Advisor (CEPA) designation Jim works to help business owners develop and implement a business succession plan including  preparing for a sale of a business or transfer to family members

    • Jim holds the Chartered Life Underwriter® (CLU) designation awarded through the American College.  The designation emphases the proper use of life insurance in the context of a well thought out estate plan.

    Jim earned his bachelor's degree from Kansas State University. With a passion to protect and enhance the lives of at risk youth he is very involved with Big Brothers Big Sisters of greater Kansas City  

    Jim and his wife Mimi live in Lee's Summit, Missouri.  Together they have two sons, Mike and Alex living in the Fort Worth area.  In his spare time Jim can be found tinkering on a hobby car or at the track driving. 

      • Kansas State University, Bachelor's Degree
      • Chartered Life Underwriter®
      • Senior Portfolio Manager
      4622 Pennsylvania Ave
      8th Floor
      Kansas City, MO 64112
      James Lipari
      4622 Pennsylvania Ave,Kansas City,MO,64112
    Business transition and succession planning

    Business transition and succession planning

    two men planning

    Ready to sell your business?

    The five hallmarks of a successful sale

    Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $5.8+ trn

    UBS Group invested assets
    As of 03/31/2024

    51 countries

    Our global footprint

    Global leader

    UBS is a leading and truly global wealth manager