Andy Heller | Jamie Paine - UBS Financial Services Inc.

Visit our office today located in West Palm Beach, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

James Carey is a Vice President of Wealth Management at UBS Financial Services Inc., located in West Palm Beach, Florida. With a robust educational background including an MBA in Finance from Columbia University and a degree in Philosophy from Georgetown University, he focuses on providing clients with tailored financial advice that aligns with their goals and priorities. UBS Financial Services Inc. has been a leader in global wealth management for over 160 years, demonstrating resilience and adaptability through various market challenges. The UBS Wealth Way approach emphasizes three key dimensions—Liquidity, Longevity, and Legacy—to help clients strategically manage their wealth and achieve long-term financial success. Generated from the website

UBS Financial Services Inc., located in West Palm Beach, FL, offers comprehensive wealth management services, emphasizing a client-centered approach that focuses on understanding individual priorities and long-term visions. As part of a leading global wealth management firm with over 160 years of experience, UBS leverages its extensive expertise to guide clients through varied market opportunities and financial challenges. The UBS Wealth Way framework incorporates strategies addressing Liquidity, Longevity, and Legacy, helping clients align their financial lives with their values and objectives. Committed to social responsibility, UBS also supports various philanthropic initiatives, ensuring a positive impact on communities through partnerships and charitable contributions. Generated from the website