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James W

Series 63, Series 65

Kamuela, HI

RBC Capital Markets

James Wilson is a financial advisor with RBC Capital Markets in Kamuela, Hawaii, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for 17 years at UBS Financial Services Inc. before joining RBC in 2026. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and implements tailored strategies through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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