James W. Taylor

Senior Vice President of Wealth Management, the Taylor Group at UBS Financial Services, Inc.

James W. Taylor

James W. Taylor

Senior Vice President of Wealth Management, the Taylor Group at UBS Financial Services, Inc.

Biography

James W. Taylor is the senior member of The Taylor Group at UBS and oversees the team’s wealth management and corporate service offerings. He
has extensive experience in helping affluent families create, implement,
and manage financial and legacy planning strategies designed to help protect their wealth through a variety of market cycles. Jim also works with companies of all sizes on their various corporate financial needs, including managing equity compensation programs, corporate retirement plan consulting, deferred compensation, cash management, and corporate executive financial planning
solutions. Jim started his career in financial services in 1986. He founded The Taylor Group in 1993 while at Smith Barney, where he stayed until joining UBS in 2009. Jim has received numerous industry and firm honors, including
being selected by Barron’s Magazine as a member of their Winners Circle 2009, recognizing the top Financial Advisors in the country. In continually honing his skills, Jim recently earned the designation of Certified Private Wealth Advisor®(CPWA®) from the Investment Management Consultants Association and the University of Chicago Booth School of Business. He also holds a Series 7 securities license and licenses in life insurance and commodities. He graduated from Babson College in Wellesley, MA with a B.S. in finance and investments. He continues to give back to his alma mater by serving as an Overseer after serving on the college’s Board of Trustees for 11 years.
Jim is active in a number of other charitable and community activities. He sits on the Board of Overseers for the New England Aquarium, serves on his ton’s Advisory Committee, and volunteers for The Jimmy Fund, Christmas
in the City, and Good Sports. He lives with his wife and two children in a seaside community south of Boston. He is actively involved with his children’s education and coaches many of their sports teams. In his free time, he
enjoys playing golf, travelling with his family, and following his local Boston professional sports teams.

Overview
RelSci Relationships

1703

Number of Boards

2

Number of Awards

2

Interests

Sports, Family, Travel, Golf, Coaching

Relationships
RelSci Relationships are individuals James W. Taylor likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman at Douglas Elliman LLC

Relationship likelihood: Strong

Education Director at New England Aquarium Corp.

Relationship likelihood: Strong

Director, Visitor Experience at New England Aquarium Corp.

Relationship likelihood: Strong

Finance Director at New England Aquarium Corp.

Relationship likelihood: Strong

Managing Director at Goldman Sachs & Co. LLC

Relationship likelihood: Strong

Cecil & IDA Green Professor of Atmospheric Science at Massachusetts Institute of Technology

Relationship likelihood: Strong

Trustee at New England Aquarium Corp.

Relationship likelihood: Strong

Founder at TechFoundation

Relationship likelihood: Strong

Managing Director of Wealth Management, the Atwood Group at Merrill Lynch Private Banking & Investment Group

Relationship likelihood: Strong

Member, Board of Overseers at New England Aquarium Corp.

Relationship likelihood: Strong

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James W. Taylor
Senior Vice President of Wealth Management, the Taylor Group at UBS Financial Services, Inc.
Education
B.S. in Finance & Investments
Class of 1986

Babson is the educator, convener and thought leader for Entrepre­neur­ship of All Kinds. Babson is an independent, not-for-profit institution and is accredited by the Association to Advance Collegiate Schools of Business (AACSB), the New England Association of Schools and Colleges, and the EFMD Quality Improvement System (EQUIS).

Career History
Senior Vice President of Wealth Management, the Taylor Group
2009 - Current

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Professional
Prior - 2009

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$5,000 - $10K
2018

New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA.

$5,000 - $10K
2017

New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA.

$5,000 - $10K
2016

New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA.

Awards & Honors
Series 7 - General Securities Representative
Certified Private Wealth Advisor
Other Affiliations
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