James Cargill is an experienced financial advisor with a solid background in wealth management. Currently, James serves as a Vice President and Financial Advisor at UBS, a position held since November 2025. Prior to this role, James worked at Merrill Lynch Wealth Management as a Financial Advisor and later as a Vice President from July 2019 to November 2025. Earlier experience includes a financial advisor position at Bankers Life from May 2017 to July 2019. James holds a Bachelor's Degree from Kutztown University, earned between 1997 and 2004.
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