Financial Experience Well known in the industry and highly respected by clients, Jim began his financial services career in 1991 and joined UBS in 2017. He is a Senior Vice President , who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, UBS or approved third- party investment managers strategies, funds or portfolios. For over 25 years, he has helped families build financial legacies through customized investment strategies which match their risk tolerance. Awards Most recently, Jim was named a Top Advisor in Indiana in Barrons "America's Top 1,200 Advisors: State-by-State ranking in 2017. He received the same award in 2016 and 2010. (Source: Barron's America's Top 1,200 Financial Advisors: State-by-State list, March 6, 2017. Barrons is a trademark of Dow Jones & Company, Inc. All rights reserved.) /*********/ **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.** 