Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Co-workers

James Munro

Senior Vice President–Wealth Management

Financial Advisor

Personal & Community

  • Member, Niagara Falls Country Club
  • Member, The Buffalo Club
  • Member, St. Andrews Society of the State of New York
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MT
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WY

Education

  • B.S. Management and Economics, Niagara University

Credentials

  • Portfolio Manager
250 Delaware Avenue
Suite 610
Buffalo, NY 14202
  • (716) 849-3823

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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