Knowledge, experience, leadership And the confidence to pursue your goals
James Nastasi joined UBS Financial Services in October of 2015 as a Vice President of Wealth Management. He has been in the financial services industry since 2001. James follows a disciplined process that is designed to enable a relationship which permits him to craft solutions that help meet your financial needs. He is a graduate of Gettysburg College. James resides in Collegeville, PA with his wife, Ashley, and his daughter, Paige and son Bennett.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President-Wealth Management |
Conshohocken, PA |
October 2015 - Present |
Morgan Stanley |
Vice President-Financial Advisor |
Blue Bell, PA |
February 2007 - October 2015 |
PNC Investments |
Financial Advisor |
Conshohocken, PA |
June 2001 - February 2007 |
Accomplishments
- Portfolio Manager
Education
- Gettysburg College- BA in Economics
Registered States:
AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA