Experience

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

• Senior Vice President, UBS Financial Services
• Over 27 Years of Industry Experience (Licensed in 1998)
• Licensed in 24 jurisdictions; holds Series 7, 63, 65, and SIE credentials
• Recognized for managing nearly $600 million in client assets and generating over $2.8 million in annual revenue at the time of transition to UBS

Education and Credentials

• B.A., Boston College, 1996
• Series 7, Series 63, Series 65, and Securities Industry Essentials (SIE)

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 has been married to Maryann since 1990. They have 3 children and 2 grand children. 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. With all of this, Matt is an avid runner and finds time to run around 30 miles per week.

Matt graduated from the United States Air Force Academy in 2019, then spent his active duty service commitment as a program manager working on our national defense’s satellite systems. He led a technical team of engineers responsible for developing ground terminal assets across the globe.

Matt became passionate about the financial industry while at the Air Force Academy. 

Experience

-          Wealth Strategist – The Tuminello Group     (2024 – Present)

-          Captain, Space Systems Command, USAF     (2020 – 2024)

Education and Credentials

-          B.S., Business Management, United States Air Force Academy

-          M.B.A., SMU COX School of Business

Personal

Matt enjoys cooking, running and golfing