James "Jim" Dorney is a Financial Advisor and Portfolio Manager at UBS Financial Services Inc. Jim started his career in 1997 at Smith Barney, where he worked for 12 years before joining UBS in 2009. Jim has attained the Chartered Retirement Plan Specialist designation (CRPS®), which allows him to provide tailored solutions to plan sponsors. He earned his Bachelor of Science degree in Finance, at Southern Connecticut State University. Furthermore, Jim has earned his series 7, 63, and 65 licenses. Jim lives in Milford, CT with his wife Elizabeth and daughter Lily.
Jim specializes in corporate retirement plans and pensions. He focuses on helping his clients get to their desired financial destination. He works with high net-worth families and corporate clients, developing personalized strategic solutions to address their complex needs and to simplify their financial lives. Throughout his clientele list, Jim has earned the trust of senior business executives, entrepreneurs, and affluent families.
Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, ME, NC, NJ, NY, PA, RI, SC, TX, VA, VT, WV