Senior Vice President–Wealth Management
Financial Advisor
James “Jamie” M. Tuminello is a seasoned financial advisor with nearly three decades of experience helping individuals and families build, preserve, and transfer wealth. Currently a Senior Vice President-Wealth Management, Financial Advisor at UBS Financial Services Inc in Seattle, James works with high-net-worth clients to design customized financial strategies that align with their long-term goals.
Experience
Prior to joining UBS in 2023, Jamie built a successful advisory business at Morgan Stanley and previously at Wells Fargo Advisors. He focuses on providing deep client relationships, sophisticated financial planning knowledge, and the ability to guide families through complex market and life transitions.
Education and Credentials
Personal
Beyond his career, he values family above all else. Jamie lives in the Queen Anne neighborhood of Seattle with his wife of 25 years, Kara. They have three children: Alex (24), Brock (20), and Stella (16). Outside the office, Jamie enjoys exploring the outdoors, staying active in his local community, and spending time with his family. Originally from Southold, Long Island, he brings an East Coast work ethic and a West Coast sensibility to everything he does. Jamie seamlessly balances his professional leadership with his role as a devoted husband and father.
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.
Senior Vice President–Wealth Management
Financial Advisor
James “Jamie” M. Tuminello is a seasoned financial advisor with nearly three decades of experience helping individuals and families build, preserve, and transfer wealth. Currently a Senior Vice President-Wealth Management, Financial Advisor at UBS Financial Services Inc in Seattle, James works with high-net-worth clients to design customized financial strategies that align with their long-term goals.
Experience
Prior to joining UBS in 2023, Jamie built a successful advisory business at Morgan Stanley and previously at Wells Fargo Advisors. He focuses on providing deep client relationships, sophisticated financial planning knowledge, and the ability to guide families through complex market and life transitions.
Education and Credentials
Personal
Beyond his career, he values family above all else. Jamie lives in the Queen Anne neighborhood of Seattle with his wife of 25 years, Kara. They have three children: Alex (24), Brock (20), and Stella (16). Outside the office, Jamie enjoys exploring the outdoors, staying active in his local community, and spending time with his family. Originally from Southold, Long Island, he brings an East Coast work ethic and a West Coast sensibility to everything he does. Jamie seamlessly balances his professional leadership with his role as a devoted husband and father.
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.
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.
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.
Associate Financial Advisor
Associate Financial Advisor
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.
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.
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...
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...
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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