Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Willers

    James P. Willers, CRPS

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NE
    • NJ
    • NV
    • OH
    • OR
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    James began his career in the financial services industry in 2009 at AXA Advisors. A graduate of Augustana College, James moved to UBS in 2013. With his energetic drive, he brings a unique insurance background, along with wealth management abilities to the firm. James takes great pride in his personal touch and ability to help clients in many aspects of their financial world.

    A native of Sioux Falls, James lives in Sioux Falls with his wife Elizabeth, and their two children, son Benjamin, and daughter Avery. James is a devoted father, and loves every moment he can spend outdoors and traveling with his family.

    Away from the office, James has been involved with a group of musicians as a singer/songwriter since the age of 12. He, and his fellow musicians, have traveled around the country bringing their music that has resonated with people of all ages. James, an avid golfer, can also be found competing in many tournaments throughout the summer.

    James holds FINRA Series 6,7, 63, and 65.

    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

        6225 South Pinnacle Place
        Suite 201
        Sioux Falls, SD 57108

      A focus on personalized access and service

      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

      Focus on liquidity management

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      UBS and Credit Suisse—stronger than ever

      Managing wealth is our craft

      We’re committed to understanding what wealth means for you.

      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

      Backed by the strength of UBS

      A global leader in wealth management

      $5+ trillion

      In invested assets globally 
      As of 11/07/2023

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager