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James Macdonald, Cfp®, Cima® Email & Phone Number
Senior Vice President-Wealth Management
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Vice President-Wealth Management
Location
Troy, Michigan, United States
Company size
Who is James Macdonald, Cfp®, Cima®? Overview
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Quick answer
James Macdonald, Cfp®, Cima® is listed as Senior Vice President-Wealth Management at UBS, a company with 28 employees, based in Troy, Michigan, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for James Macdonald, Cfp®, Cima®.
Company email context
Email format at UBS
This section adds company-level context without repeating James Macdonald, Cfp®, Cima®'s masked contact details.
*@ubs.com
68% confidence
AeroLeads found 1 current-domain work email signal for James Macdonald, Cfp®, Cima®. Compare company email patterns before reaching out.
Profile bio
About James Macdonald, Cfp®, Cima®
I am a senior partner on a multi-generational team of highly experienced Financial Advisors. Together with my teammates, we provide financial planning and investment advisory services to people who are concerned that without the appropriate advice and guidance they will not maintain their financial security and independence. For more information on our team and capabilities, please visit our site at https://financialservicesinc.ubs.com/team/glwm1/index.html/*********/**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.**
Listed skills include Wealth Management, Portfolio Management, Financial Planning, and Investment Management.
Current workplace
James Macdonald, Cfp®, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
2 roles
James Macdonald, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Senior Vice President-Wealth Management
Current
Jun 1985 - Present
FAQ
Frequently asked questions about James Macdonald, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does James Macdonald, Cfp®, Cima® work for?
James Macdonald, Cfp®, Cima® works for UBS.
What is James Macdonald, Cfp®, Cima®'s role at UBS?
James Macdonald, Cfp®, Cima® is listed as Senior Vice President-Wealth Management at UBS.
What is James Macdonald, Cfp®, Cima®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for James Macdonald, Cfp®, Cima® at UBS.
Where is James Macdonald, Cfp®, Cima® based?
James Macdonald, Cfp®, Cima® is based in Troy, Michigan, United States while working with UBS.
What companies has James Macdonald, Cfp®, Cima® worked for?
James Macdonald, Cfp®, Cima® has worked for Ubs.
Who are James Macdonald, Cfp®, Cima®'s colleagues at UBS?
James Macdonald, Cfp®, Cima®'s colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact James Macdonald, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for James Macdonald, Cfp®, Cima® at UBS, including work email, phone, and LinkedIn data when available.
What skills is James Macdonald, Cfp®, Cima® known for?
James Macdonald, Cfp®, Cima® is listed with skills including Wealth Management, Portfolio Management, Financial Planning, and Investment Management.
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