Working toward your goals It starts with a strategic plan

James P. Stanton, CFP®

Senior Vice President - Wealth Management
Chartered SRI Counselor™ (CSRIC™)
Portfolio Manager
Wealth Advisor





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3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410

As one of the UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am qualified to help provide highly personalized wealth management services to you.

Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. Talk to me about how I can leverage my experience to help you embrace your financial future.


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