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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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  • tarantino

    Tarantino Wealth Management

    Senior Vice President–Wealth Management

    Market Director

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    James was named as the Branch Manager for the UBS office in St. Petersburg Florida in 2011. During his time there the branch grew from $7,00,000 in yearly revenue to over $25,000,000 annually. This was accomplished by current advisors growing their practices organically as well as James recruiting the best advisors in the city to bring their business and clients to UBS. James believes in fostering a family atmosphere and culture of respect for all employees no matter their role in the organization. He still believes that local leadership matters and we can accomplish more together than we can alone. He was named to UBS's prestigious Leadership Council in 2012, 2013, 2014, 2015 and 2019. He also was asked to lead the Branch Manager Advisory Council for the Southeast Division while in Florida and then was asked to start the same up for the Western Division after moving back home to Carmel.

    James and Wife Diane live in Pebble Beach with their four children Lily, Andrew Aiden and Ella.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        200 Clocktower Place
        Suite 150
        Carmel, CA 93923
        Tarantino Wealth Management
        200 Clocktower Place,Carmel,CA,93923

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