
James Scott Knight
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James Scott Knight’s Emails ja****@ub****.com
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James Scott Knight’s Location Greater Tampa Bay Area, Greater Tampa Bay Area, United States
James Scott Knight’s Expertise **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Since 2001, I have been helping clients as a financial advisor focus on wealth management and financial planning. I have extensive experience at building comprehensive financial plans for high net worth and ultra high net worth individuals and families. Once we develop a fluid roadmap for your financial future I monitor your investable assets helping to ensure you are appropriately diversified. I help keep you updated on your portfolio on a consistent basis and make changes to your financial roadmap when appropriate. I was awarded the Certified Financial Planner designation on May 10th of 2006. The mission of the Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. **Registered States**AL,AZ,CA,CO,CT,FL,GA,ID,IL,IN,KS,LA,MA,MD,ME,MI,MT,NC,NH,NJ,NM,NY,OH,PA,SC,TN,TX,VA,VT,WA,WI /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Work Experience

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Vice President Wealth Management
Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Present