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 at UBS Financial Services in Seattle, James works with high-net-worth clients to design customized financial strategies that align with their long-term goals.
Prior to joining UBS in 2023, Jamie built a successful advisory practice at Morgan Stanley and previously at Wells Fargo Advisors. He is known for his deep client relationships, sophisticated financial planning expertise, and ability to guide families through complex market and life transitions.
Philosophy
Jamie is a dedicated professional known for his client-first approach—built on trust, transparency, and disciplined planning. His advisory work is grounded in personalized service and a commitment to helping clients make informed, confident financial decisions.
Highlights
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.
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 at UBS Financial Services in Seattle, James works with high-net-worth clients to design customized financial strategies that align with their long-term goals.
Prior to joining UBS in 2023, Jamie built a successful advisory practice at Morgan Stanley and previously at Wells Fargo Advisors. He is known for his deep client relationships, sophisticated financial planning expertise, and ability to guide families through complex market and life transitions.
Philosophy
Jamie is a dedicated professional known for his client-first approach—built on trust, transparency, and disciplined planning. His advisory work is grounded in personalized service and a commitment to helping clients make informed, confident financial decisions.
Highlights
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.
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.
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.
Experience
- Wealth Advisor - (1989 – Present)
Education and Credentials
- B.A., Economics, University of Washington
- Certified Financial Planner
Personal
Matt enjoys gardening, cooking, running and golfing
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.
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.
Experience
- Wealth Advisor - (1989 – Present)
Education and Credentials
- B.A., Economics, University of Washington
- Certified Financial Planner
Personal
Matt enjoys gardening, cooking, running and golfing
Wealth Strategy Associate
Wealth Strategy Associate
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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