A plan for today, tomorrow and generations to come

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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.

• 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

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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.

• 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.

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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.

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.

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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.

• 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.

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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.

• 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

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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. 

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.

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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.

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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.

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.