UBS Ponte Vedra Beach, FL office welcomes
James Cargill

James Cargill

UBS announced the hiring of financial advisor James Cargill in Ponte Vedra Beach, FL. He joined the Florida Market led by Regional Director Julie Fox, Market Executive Lane Strumlauf and Market Director Marc Lundgren.
James Cargill joins us from Merrill Lynch where he spent the last 6 years. James specializes in working with executives of public companies and the unique complexities surrounding equity compensation. His experience includes helping clients navigate concentrated stock positions, employer stock plans, long-term incentive and RSU programs, diversification strategies, and tax-aware distribution planning. His approach is designed to help executives make clear, strategic decisions that align with both financial goals and career milestones.