Experience Makes all the difference

Jim is a senior partner on a multi-generational team of highly experienced Financial Advisors. Together with his teammates, Jim provides 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.

James C. MacDonald, CFP®, CIMA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
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248-649-7523

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Jim joined UBS in 1985 as a Financial Advisor. He is both a Certified Financial Planner and a Certified Investment Management Analyst. Jim specializes in Advanced Planning and Investment Management.


Registered States:
AK, AZ, CA, CO, CT, FL, IL, KS, MA, MD, MI, MN, MO, NC, NJ, NY, OH, SC, TX, VA, WA

Kathryn L. Halonen, CFP®

Investment Associate
CERTIFIED FINANCIAL PLANNER™
248-637-0239

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Kathryn joined UBS in 1998 as an Investment Associate. She holds the Certified Financial Planner designation. Kathryn specializes in advanced planning and investment management.  She and her husband, Jonas, have two sons; Jacob and Joshua.


Registered States:
AZ, CA, CT, FL, IL, MI, NY, SC, WA

Kimberly Ann Yee

Senior Client Service Associate
248-637-0287
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Kim joined UBS in 2013 as a Senior Registered Client Service Associate.  Kim specializes in complex administrative matters for individuals, trusts and estates.  She and her husband, Matthew, have three children; Matthew, Tyler and Courtney.


Registered States:
MI