A plan for today, tomorrow and generations to come

Family photos on shelf

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Tarantino

    James Tarantino

    Branch Manager

    Private Wealth Advisor

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    • AZ
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    Jim started his career as a Financial Advisor with Morgan Stanley in 1999 in Monterey California.  He then moved his business to UBS during the 2008 financial crisis.  Jim uses financial planning to help client's recognize the goals they have for the wealth they have created.  He then will build customized portfolios to help clients meet those goals while managing the overall risk they are taking.  Jim joined UBS’s Private Wealth Division in 2020 after completing the intensive accreditation process.  Jim uses his Private Wealth background to help UHNW families with complex asset transfers and strategies to help keep the wealth through multiple generations. 

     

    Jim was Branch Manager of the St. Petersburg FL office. More recently he was named Branch manager for the Carmel and Fresno CA offices.  He has been named to UBS's Leadership Council in 2012, 2013, 2014, 2015 and 2019.

     

    He currently lives in Carmel with his wife Diane and their four children Lily, Andrew, Aiden and Ella.  Jim likes to play golf and tennis.  Most of his free time is spent with his family creating memories.

        • Private Wealth Advisor
        • Portfolio Manager
        200 Clocktower Place
        Suite 150
        Carmel, CA 93923
      • Alexander Ljubimow

        Alexander Ljubimow

        Senior Vice President–Wealth Management

        Financial Advisor

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        Alex received a BSc in Biology with a minor in Russian language from Seton Hall University in South Orange, NJ. While studying at the university, he interned at Novartis Pharmaceuticals in the department of functional genomics. Following a brief stint at Columbia Presbyterian University Hospital, Alexander started work as a sell-side equity research analyst covering the biotech and pharmaceutical industry. His work included building and updating fully integrated financial and valuation models, writing research reports and presenting findings to senior management.

        His career at UBS Wealth Management in Carmel started in 2004. For over a decade, Alex has built a successful wealth management practice at UBS that incorporates financial and estate planning, asset and liability management, business-succession and hedging strategies for a selected group of high net-worth families. Alex earned his Chartered Financial Analyst (CFA) designation in 2016, and is a member of the CFA society San Francisco. In 2010 he earned the designation of Wealth Advisor, an advanced and rigorous planning achievement to address the deepest of his client's financial planning needs.

        When he is not climbing Mt. Whitney or swimming in the ocean, Alex and his wife Maryn enjoy traveling the world and spending time with family and friends.

              200 Clock Tower Place
              Suite C-100
              Carmel, CA 93923
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              Judith Colvin

              Managing Director–Wealth Management

              Financial Advisor

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              Judy Colvin has spent more than 35 years as a financial advisor guiding Silicon Valley executives and their multigenerational families from their peak earning years through retirement. For each of her clients, financial security means something different; fulfilling their individual visions guides her careful financial planning, investment and wealth management strategies. Her clients rely on her to help them navigate market volatility and protect their families from financial risk. The responsibility she assumes to help them is what she loves about her work.

               

              Judy graduated from San Francisco State University with a B.A. in business administration and began working at UBS in 2007. Her clients benefit from the knowledge she gained early in her career as a fully trained and licensed CPA.

               

              A fourth-generation San Franciscan, Judy loves cycling, hiking and gardening. She pursues her intellectual interests through Stanford’s Continuing Studies program. Judy is married with one daughter and is a dog lover—she currently owns a friendly, rescued Labrador Retriever mix named Oscar.

              • Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
              • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
              • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                  200 Clock Tower Place
                  Suite C-100
                  Carmel, CA 93923
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                  Thomas Pelino

                  First Vice President–Wealth Management

                  Financial Advisor

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                  Tom's experience includes 10 years of Institutional Investment Management and over 35 years as a Financial Advisor. His strength is the experience gained working with High Net Worth Clients over several market cycles focusing on meeting their goals.

                  After serving in the US Naval Security Group, he graduated from the University of Maryland with a B.S. in Economics. Professionally, Tom earned a CFA (Chartered Financial Analyst) designation as well as the designation of CRPS (Chartered Retirement Plan Specialist)/ He is currently a member of the CFA society of S.F. and the CFA Institute.

                  Tom's community involvement includes over 15 years of past service on the board of the Monterey Bay Area Boy Scouts Council, and several years prior service on the All Saints Day School board. He was a co-founder and past president of the AT&T Pebble Beach Jr. Golf Association where he served for over 15 years on their board.

                  Tom is married and has one daughter and son-in law both of whom he enjoys visiting as much as possible. His interests include golf and spending time with family and friends.

                        200 Clock Tower Place
                        Suite C-100
                        Carmel, CA 93923
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                        Timothy Brown

                        First Vice President–Wealth Management

                        Financial Advisor

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                        Tim has grown his business to include clients with diverse backgrounds across all stages of life.  From the corporate executive in her peak earning years looking to fund her retirement goals, to the cattle rancher focused on passing his wealth and legacy to the next generation, to the philanthropist whose desire is to make a positive and long-lasting impact in her community for years to come . 

                        He takes great care to understand each one of his clients in a deep and personal way in order to provide the most appropriate advice for that individual based on their life experience, personal goals and desires.  He is passionate about distilling the complex and ever-changing aspects of the markets and economy in a way that helps his clients understand how it impacts their lives personally. 

                        After graduating from UCLA, Tim joined UBS financial services as a wealth management advisor in the Carmel, California branch in 2006 and holds the Certified Exit Planning Advisor designation.  When not working, Tim loves most of all to spend time with his wife and three children as well as mentor the next generation of youth in his community.

                            • Certified Exit Planning Advisor
                            200 Clock Tower Place
                            Suite C-100
                            Carmel, CA 93923
                          • Derek Hernandez

                            Derek Hernandez

                            Financial Advisor

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                            Derek was born and raised in St. Petersburg, Florida. He earned his Bachelor's degree in Organizational Communication at the University of South Florida. His career in Wealth Management started at Merrill Lynch.

                            In 2013, Derek joined forces with the UBS Saint Petersburg FL Office. Derek held several positions with the firm from Registered Client Service Associate to Wealth Strategy Associate.

                            Derek's Financial Advisor role with Tarantino Ljubimow Colvin Wealth Management focuses primarily on ultra-high net worth multi-generational families.

                            During his free time, Derek participates in several charitable organizations in the community. He also enjoys playing golf, boating and spending time with his wife and two kids. 

                                  150 2nd Ave N
                                  Suite 1000
                                  St. Petersburg, FL 33701

                                The proof is in our numbers

                                150+

                                Collective years of experience

                                6

                                Advisors on the team


                                Defining your priorities. Pursuing what matters.

                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                Multigenerational planning

                                Multigenerational planning

                                Advice for business owners and entrepreneurs

                                Advice for business owners and entrepreneurs

                                Professionals

                                Professionals

                                What's your vision?

                                We can help you bring your vision to life.

                                Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                #1

                                For Ultra-High Net Worth clients

                                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                                Global leader

                                UBS is a world-leading wealth manager