- Wealth Management Experience: Since 2016James Edwards III is a Vice President and Wealth Advisor with First Republic Investment Management. As a Wealth Advisor, Mr. Edwards is responsible for providing tailored wealth management solutions for clients of First Republic Bank. Prior to First Republic, Mr. Edwards spent six years as a Wealth Management Advisor at UBS Financial Services in Beverly Hills where he was responsible for providing comprehensive financial plans and investment strategies for high net worth individuals and families. He has extensive experience in advising individuals in investment asset allocation, estate planning, insurance and tax planning. Mr. Edwards also helped families successfully create multigenerational wealth transfer strategies.
- Professional DesignationsMr. Edwards is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Investment Management Analyst® and Certified Private Wealth Advisor®.
- EducationHe earned his bachelors of arts from the University of California, Los Angeles. He completed his executive education with the Yale School of Management and the University of Chicago Booth Business School.
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