James Carey - UBS Financial Services Inc. is a wealth management firm based in Miami, FL. They offer insight-based advice to help clients achieve their life goals by understanding their priorities and concerns. With a focus on liquidity management and a global footprint, they provide investment advisory and brokerage services to clients, backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally.
As an SEC-registered investment adviser and broker-dealer, James Carey - UBS Financial Services Inc. works with clients to create personalized plans, offering expertise in finance, philosophy, and art history. With a passion for outdoor activities such as running, hiking, tennis, and skiing, James Carey brings a well-rounded perspective to wealth management, serving clients in various registered states across the United States.
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