Experience

Makes all the difference

James Tuminello

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IL
  • KS
  • KY
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SD
  • TX
  • UT
  • VA
  • WA
925 4th Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

james.tuminello@ubs.com,mattjr.philichi@ubs.com,matthew.philichi@ubs.com
James Tuminello
925 4th Avenue,Seattle,WA,98104

Matt Philichi Sr.

Senior Vice President–Wealth Management

Financial Advisor

Matt joined the industry in 1989. He has a BA in Economics and Political science from University of Washington.

He married Maryann in 1990 and they raised 3 children, Gianna, Mia and Matthew. They also have recently introduced 4 new grandbabies to their growing family also.

Experience

-          Wealth Advisor -      (1989 – Present)

Education and Credentials

-          B.A., Economics, University of Washington

-          Certified Financial Planner

Personal

-          When he's not working, Matt enjoys spending time in his garden, cooking, and playing golf with friends. He enjoys reading, traveling and learning new things. Matt is also an avid runner and finds time to run around 30 miles per week.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

Email Me

matthew.philichi@ubs.com
Matt Philichi Sr.
1145 Broadway Plaza,Tacoma,WA,98402

Matt Philichi Jr.

Wealth Strategy Associate

Registered States:
  • CA
  • MT
  • TX
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

mattjr.philichi@ubs.com
Matt Philichi Jr.
925 Fourth Avenue,Seattle,WA,98104

Laurie Carroll

Client Associate

Laurie has worked as a client Service Associate at UBS since 2013, providing exemplary administrative and client support. She is dedicated to delivering responsive, high quality service and fostering trusted, long term relationships.

Education

- B.A., Texas A&M University

Personal

Prior to joining UBS, she lived and worked in London, England and Houston, Texas. Outside of work, Laurie enjoys spending time with her adult children, hiking scenic trails, knitting, and reading.

925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

laurie.carroll@ubs.com
Laurie Carroll
925 Fourth Avenue,Seattle,WA,98104

Joyce Taing

Client Associate

Joyce has a deep background in services for the banking and financial industry. She loves building relationships with clients and developing on her service and administrative oriented skills.

Experience

-         Client Service Associate - UBS Financial Services (March 2025 - Present)

-         Client Service Associate - Morgan Stanley (2023 - 2025)

-         Personal Banker - BECU (2017 - 2023)

Personal

-         Watching scary movies and K dramas. Joyce also enjoys hiking - Fun Fact: her first hike was climbing to the top of Mt St Helens. She says she will not be doing this again...

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

joyce.taing@ubs.com
Joyce Taing
225 108th Avenue NE,Bellevue,WA,98004

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