Experience

Makes all the difference

"Our Purpose is to make a profound difference in our clients' financial lives and provide a clear path that helps them achieve their dreams and aspirations." – Jim Lipari

Through our experience, we have found that business owners spend so much time managing their business operation that they don't take time to manage the benefits of ownership.

With over 30 years of experience, The Lipari Team helps families and business owner's maximize the benefits of ownership through the coordination of their business asset with their personal life, and their financial well-being.  

Our approach is simple, we align our experience with the powerful resources of UBS to help you develop meaningful outcomes. We ask many questions.  We want to understand your dreams and aspirations, the things you want to accomplish in life, the people that matter most, how you view your legacy, your concerns, and how you plan on achieving your life's vision.

Our team's mission is to be an indispensable collaborator in building, preserving, and managing our client's wealth.

Collaboration begins with exploring ideas and results in constructive action.

James Lipari

Senior Vice President–Wealth Management

Financial Advisor

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. 

Registered States:
  • AZ
  • CO
  • DC
  • FL
  • ID
  • IN
  • KS
  • MA
  • MD
  • MO
  • NC
  • NY
  • OK
  • PA
  • TN
  • TX
  • VA
  • WI

Education

  • Kansas State University, Bachelor's Degree

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Life Underwriter®
  • Senior Portfolio Manager
4622 Pennsylvania Ave
Suite 800
Kansas City, MO 64112

Email Me

james.lipari@ubs.com
James Lipari
4622 Pennsylvania Ave,Kansas City,MO,64112