The Lipari Team - UBS Financial Services Inc.

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4622 Pennsylvania Ave Ste 800
Kansas City, MO 64112
+1 (816) 932-9525
https://advisors.ubs.com

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.

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