• UBS

James Carlson

Vice President - Wealth Management

James Carlson is a Senior Vice President in Wealth Management, Financial Advisor, and Portfolio Manager at UBS Financial Services Inc., where they have been since 2011. Prior to this role, James served as Vice President of Investments at Morgan Stanley from 2000 to 2011. James holds a BA in Political Science from Brigham Young University and an MBA in Business from High Point University.

Location

Greensboro, United States

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