James Fredrick Palumbo, CEPA and CRPC - UBS Financial Services Inc.

James Fredrick Palumbo, CEPA and CRPC is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in McLean, VA. With over 25 years of experience, James helps clients create and manage wealth, drawing from his background in regulatory, senior management, and investment positions. He is a member of the CFA Institute and the CFA Society of Washington DC, holding an MBA in Finance from Washington University in St. Louis and a BA in Economics from Lake Forest College. James is dedicated to making a real impact in the lives of his clients by guiding them through major life events and helping them preserve and pass on their wealth.

UBS Financial Services Inc. is a global leader in wealth management, with over $5 trillion in invested assets globally. With a presence in 51 countries, UBS offers a comprehensive range of financial services, including investment advisory and brokerage services. Committed to understanding what wealth means for each client, UBS delivers finely crafted financial advice that is tailored to individual needs and goals. Backed by a strong heritage and a global footprint, UBS has a proven track record of guiding clients through various financial challenges and market opportunities, making it a trusted partner in managing wealth.

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