James Peasley

Q: What is James Peasley email address?

Email James Peasley at james.peasley@ubs.com. This email is the most updated James Peasley email found in 2026.

Q: How to contact James Peasley?

To contact James Peasley send an email to james.peasley@ubs.com. If you want to call James Peasley try calling on +16196549286 and +16519640235.

Vice President - Wealth Management, USA / Portfolio Manager at UBS Financial Services Inc. | San Diego, California, United States

About James Peasley

James Peasley serves as Vice President and Portfolio Manager at UBS Financial Services Inc., where he plays a pivotal role in the Falkowski Wealth Management Group. With a focus on providing sound financial guidance tailored specifically for court fiduciaries and their attorneys, James leverages his extensive expertise in needs-based planning and asset management to address the unique financial challenges faced by conservatorships, guardianships, and various types of trusts, including special needs trusts and probate estate matters.

In his current role, James is instrumental in developing comprehensive financial strategies that align with the fiduciaries' responsibilities while ensuring the best interests of beneficiaries are prioritized. His deep understanding of fiduciary accounts and risk management allows him to navigate complex financial landscapes, providing clients with the clarity and confidence they need to make informed decisions. Key projects under his leadership include the implementation of innovative investment strategies that not only meet regulatory requirements but also enhance the overall financial health of the estates and trusts he manages.

James's commitment to fostering strong relationships with legal professionals and court fiduciaries is evident in his approach to financial planning. He emphasizes collaboration and open communication, ensuring that all parties are aligned in their goals and expectations. This holistic approach not only enhances the fiduciary experience but also contributes to the long-term success of the financial plans he develops. With a keen eye for detail and a passion for helping others, James Peasley continues to set a high standard in wealth management, making a significant impact in the lives of those he serves.

James Peasley Work