A plan for today, tomorrow and generations to come

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 Profile Photo

    James Tarantino

    Market Director

    Portfolio Manager

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA

    Jim started 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 was also named Branch Manager for UBS in St. Petersburg at the end of 2011.  He has been named to UBS's Leadership Council in 2012, 2013 and 2014.

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

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Portfolio Manager
      200 Clock Tower Place
      Suite C-100
      Carmel, CA 93923
    • Alexander Ljubimow

      Alexander Ljubimow

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TX
      • VA
      • VT
      • WA
      • WI

      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.

      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

          Judith Colvin

          Managing Director–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MO
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TX
          • VA
          • WA

          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.

          CA Insurance License No. 0E62041

          • Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021The 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, 2022, 2023The 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 Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
          • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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
            • Thomas Pelino

              Thomas Pelino

              First Vice President–Wealth Management

              Financial Advisor

              • image
              • image
              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KS
              • MA
              • MD
              • MI
              • MO
              • MT
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TX
              • VA
              • WA

              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.

              • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

                  Timothy Brown

                  Senior Vice President–Wealth Management

                  Financial Advisor

                  • image
                  • image
                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • MA
                  • MD
                  • MI
                  • MO
                  • MT
                  • NC
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • TX
                  • VA
                  • VT
                  • WA

                  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.

                  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

                    Derek Hernandez

                    Vice President–Wealth Management

                    Financial Advisor

                    • image
                    • image
                    • image
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • HI
                    • ID
                    • IL
                    • IN
                    • KS
                    • MA
                    • MD
                    • MI
                    • MO
                    • MT
                    • NC
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI

                    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. 

                    CA Insurance License No. 4207859

                    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

                        Elvia Martin

                        Senior Client Associate

                        • image
                        • image

                          Elvia is a Client Service Associate with over 15 years of experience in the financial services industry. Elvia is responsible for account maintenance , relationship building, and providing clients with a high level of service.   

                                200 Clock Tower Place
                                Suite C-100
                                Carmel, CA 93923
                              • Eric Yen

                                Eric Yen

                                Client Associate

                                • image
                                • image
                                • image
                                • AZ
                                • CA
                                • CO
                                • DC
                                • DE
                                • FL
                                • GA
                                • HI
                                • ID
                                • IL
                                • IN
                                • MA
                                • MD
                                • MI
                                • MS
                                • NC
                                • NJ
                                • NY
                                • OR
                                • RI
                                • SC
                                • SD
                                • TX
                                • VA
                                • WA
                                • WV

                                Eric is a Client Service Associate with the Tarantino Ljubimow Colvin Wealth Management Group. He assists with the day-to-day operations and works directly with clients to address their needs.

                                Trained as an accountant, Eric moved to wealth management and joined UBS in February 2018. A native of San Francisco, Eric has a bachelor’s degree in accounting from Golden Gate University.

                                      555 California Street
                                      32nd/ 34th /46th Floor
                                      San Francisco, CA 94104
                                    •  Carter Stanley

                                      Carter Stanley

                                      Client Associate

                                      • image
                                      • image
                                      • image
                                      • CA
                                      • FL
                                      • IL
                                      • MN
                                      • NV
                                      • NY
                                      • TX
                                      • UT
                                      • WA

                                      Carter is a Client Service Associate with the Tarantino Ljubimow Colvin Wealth Management Group. He was born in Silver Spring, MD and grew up in Vero Beach, FL.

                                      In 2019, Carter graduated from the University of Kansas with a bachelor’s degree in Organizational Communication and a minor in Business. At the University of Kansas, he served as the team’s starting quarterback and team captain.

                                      Upon graduation, Carter accepted a position as an associate for Bernstein Private Wealth Management in Tampa, FL. He joined UBS in March of 2022 and has obtained the Securities Industry Essentials (SIE) license, Series 7 license, and Series 66 license.

                                      Outside of the office, Carter enjoys being on the water, golfing, volunteering with youth sports and spending time with friends and family.

                                            150 Second Avenue North
                                            Suite 1000
                                            Saint Petersburg, FL 33701
                                          • Mekali Boyer

                                            Mekali Boyer

                                            Client Associate

                                            • image
                                            • image
                                            • image

                                              Mekali began working in the financial services industry more than 15 years ago, and joined UBS in 2016 where she is responsible for management and service of client needs. A born collaborator she cultivates strong relationships with clients through open communication and proactive service.

                                              Mekali was born and raised in the Willamette Valley of Oregon. She earned her Bachelor’s degree in Business with a certificate in Conflict Resolution and Mediation from Marylhurst University.

                                              Outside of UBS, Mekali enjoys camping, hiking, and gardening in the great outdoors of the Pacific Northwest with her husband and three sons.

                                                    600 Southwest Columbia
                                                    Building 4 (Suite 6200), 2nd Floor
                                                    Bend, OR 97702

                                                  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.

                                                  Advice for business owners

                                                  Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.

                                                  Professionals

                                                  Man looking in VR headset

                                                  Making sense of significant wealth

                                                  We can help you plan for it.

                                                  When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                                  We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                                                  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

                                                  Insights