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

    Market Director

    Private Wealth Advisor

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    • 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
    • WY

    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.

    • 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.

      • Private Wealth Advisor
      • Portfolio Manager
      200 Clocktower Place
      Suite 150
      Carmel, CA 93923
      james.tarantino@ubs.com
      James Tarantino
      200 Clocktower Place,Carmel,CA,93923
    • Alexander Ljubimow

      Alexander Ljubimow

      Senior Vice President–Wealth Management

      Financial Advisor

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      • 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
      • WY

      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
          alexander.ljubimow@ubs.com
          Alexander Ljubimow
          200 Clock Tower Place,Carmel,CA,93923
        • judy 2

          Judith Colvin

          Managing Director–Wealth Management

          Financial Advisor

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          • 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
          • WY

          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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 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
              judith.colvin@ubs.com
              Judith Colvin
              200 Clock Tower Place,Carmel,CA,93923
            • TomNewPhoto

              Thomas Pelino

              First Vice President–Wealth Management

              Financial Advisor

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              • 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
              • WY

              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
                  thomas.pelino@ubs.com
                  Thomas Pelino
                  200 Clock Tower Place,Carmel,CA,93923
                • TimHeadshot

                  Timothy Brown

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • 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
                  • WY

                  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
                    tim.brown@ubs.com
                    Timothy Brown
                    200 Clock Tower Place,Carmel,CA,93923
                  • Derek Hernandez

                    Derek Hernandez

                    Vice President–Wealth Management

                    Financial Advisor

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                    • 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
                    • WY

                    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
                        derek.hernandez@ubs.com
                        Derek Hernandez
                        150 2nd Ave N,St. Petersburg,FL,33701
                      • Eric Yen

                        Eric Yen

                        Client Associate

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                        • 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
                              eric.yen@ubs.com
                              Eric Yen
                              555 California Street,San Francisco,CA,94104
                            • Carter

                              Carter Stanley

                              Client Associate

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                              • AZ
                              • 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
                                    carter.stanley@ubs.com
                                    Carter Stanley
                                    150 Second Avenue North,Saint Petersburg,FL,33701
                                  • Mekali

                                    Mekali Boyer

                                    Client Associate

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                                      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
                                            mekali.boyer@ubs.com
                                            Mekali Boyer
                                            600 Southwest Columbia,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.

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                                          Advice for business owners

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                                          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.

                                          A leader in wealth management

                                          Backed by the strength of our parent company, UBS AG

                                          $5.8+ trn

                                          UBS Group invested assets
                                          As of 03/31/2024

                                          Global leader

                                          UBS is a leading and truly global wealth manager

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