James Bernard Lipari, CFP, CLU is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Kansas City, MO. With over 30 years of experience in the financial services industry, James specializes in helping clients address their current financial needs and create a roadmap for their future goals, including legacy planning for future generations. As a Portfolio Manager in the UBS Portfolio Management Program, James manages customized investment strategies and provides traditional advice and guidance to his clients. He is also a CERTIFIED FINANCIAL PLANNER and holds the Chartered Life Underwriter designation.
James is actively involved in his community through various organizations, including the Eastland Community Foundation and the Gamma Chi Chapter of Kappa Sigma's Gift Fund. He currently sits on the board of Big Brothers Big Sisters of Greater Kansas City and is a member of the Kansas City Estate Planning Society. James earned his bachelor's degree from Kansas State University and resides in Lee's Summit, Missouri with his wife and two sons.
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