James Malatos, CFP®, CRPC®, is currently the Pro Bono Planning Director at the Financial Planning Association of Georgia and serves as Senior Vice President of Wealth Management at UBS. Previously, James held the position of Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management from 2012 to 2019. James studied at the College of Charleston from 2010 to 2012. With a focus on aligning families' wealth with their values, James has dedicated their career to empowering clients through financial planning.
This person is not in the org chart
This person is not in any teams
This person is not in any offices