James Winn, CFP®, CPWA® in

James Winn, CFP®, CPWA®

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Financial Advisor at UBS
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
14 Years
Current Role
Financial Advisor
Location
Boston, Massachusetts, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics James cares about

Strategic Priorities
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Career

Work history

1-2021
Financial Advisor
UBS
6-2018 - 1-2021
Wealth Planning Associate
UBS
1-2014 - 4-2018
Senior Auditor - Financial Services
EY
5-2013 - 8-2013
Wealth Management Intern
UBS Wealth Management
2-2011 - 11-2011
Student Caller
University of Massachusetts Amherst- Annual Fund
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2013
Bachelors of Business Administration
Isenberg School of Management, UMass Amherst
2009 - 2013
Bachelor of Arts
University of Massachusetts Amherst
2005 - 2009
Education details unavailable
St. John's Preparatory High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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