James Pryor is Director of Wealth Planning and Trading at Palumbo Wealth Management. He works directly with the firm’s financial advisory team to develop comprehensive strategies to help meet clients’ individualized planning needs and to deliver integrated and well-rounded advice. By incorporating digital and robust financial planning tools into the client experience, clients receive well-organized, data-driven advice to assist them in staying on track with their financial planning goals. Areas of focus include client balance sheet organization, net-worth statements, cash-flow planning, budgeting, financial goals monitoring and risk management.
James had previously worked at PriceWaterhouseCoopers where he reconstructed financial statements of various trends and studied fundamental analysis for corporations. He joined Palumbo Wealth Management Group at UBS Financial Inc. and focused on preparing financial plans, overseeing investment strategy and trading.
James holds a bachelor of science degree in accounting and finance from Molloy College and graduated as part of a distinguished group of business honors. He resides in Locust Valley and enjoys being with his family, playing hockey and continuously educating himself on investment management and financial planning.