Kansas City, MO Branch Office - UBS Financial Services Inc.

The Lipari Team, based in Kansas City, MO, is a dedicated group of financial advisors at UBS Financial Services Inc. They offer targeted advice and insights to help businesses optimize their value, whether it's through growth, transition, or post-exit liquidity management. With access to the global resources of UBS, they provide financial stewardship and customized strategies to help clients achieve their goals. Led by Senior Vice President James Lipari, a seasoned financial advisor with over three decades of experience, the team focuses on developing long-term relationships and delivering quality client service. They specialize in business succession planning, wealth transfer strategies, and creating a clear path for clients to achieve their financial objectives. With a commitment to excellence, The Lipari Team aims to be the primary source of financial advice for their clients.Generated from the website

The Douthat Group, a division of UBS Financial Services Inc., is a Kansas City-based wealth management firm that offers insight-based advice to help clients achieve their financial goals. Led by Neil Douthat, a Certified Private Wealth Advisor with over four decades of experience in the financial services industry, the team focuses on developing long-term relationships and providing customized strategies tailored to each client's needs. With a commitment to quality client service, The Douthat Group specializes in assisting high net worth individuals and families, offering comprehensive financial management and portfolio management services. The team's expertise, combined with their dedication to serving the community, has made them a trusted source of financial advice in the Kansas City area.Generated from the website