James Cragg - UBS Financial Services Inc.
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James Cragg, a Senior Vice President at UBS Financial Services Inc. in Baltimore, MD, specializes in wealth management and offers insight-based advice to help clients achieve their financial goals. With a strong background including a Master's in Taxation and recognition as one of Forbes' Best-in-State Wealth Management Teams for 2023-2025, Cragg emphasizes building lasting relationships through understanding client priorities.
UBS Financial Services Inc., a global leader in wealth management for over 160 years, applies the UBS Wealth Way approach to assist clients in organizing their financial lives across three key dimensions: Liquidity, Longevity, and Legacy. Their comprehensive strategies are designed to navigate market challenges while fostering resilience and trust among their clients.
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