James Parker - UBS Financial Services Inc.

James Parker is a First Vice President in Wealth Management at UBS Financial Services Inc. in Portland, OR, with nearly 30 years of experience in the financial industry. His career began with the Irving Trust Company in New York, leading him to work globally in London and Tokyo, where he served sophisticated investors in Citicorp's Investment Banking Fixed Income Department.

Parker emphasizes a personalized approach to wealth management by combining global financial insights with core values, focusing on creating a comprehensive financial plan tailored to his clients' specific goals. He promotes the UBS Wealth Way strategy, which encompasses the three dimensions of liquidity, longevity, and legacy to structure financial life planning effectively.

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