Newport, RI Private Wealth Management – UBS Financial Services Inc.

Newport, RI Private Wealth Management - UBS Financial Services Inc. is a Financial Planner in Newport, RI, located at 130 Bellevue Ave Suite 301. It holds a rating of 0.00 based on 0 reviews.

James “Jamie” Hilton, CEPA, serves as a Private Wealth Advisor in the Private Wealth Division at UBS and is the founder of The Hilton Group. He provides comprehensive advice and tailored solutions to successful families, entrepreneurs, private clients, foundations, and individuals regarding investment management, wealth preservation, capital markets, charitable planning, intergenerational wealth transfer, and exit planning strategies. Prior to establishing The Hilton Group in 1991, Jamie worked on the floor of the COMEX in New York. He is a life-long maritime enthusiast who races various classes of sailboats and yachts in regattas and competitions throughout the world.

The Hilton Group at UBS Financial Services Inc. has been led by James Hilton as Managing Director- Wealth Management and Private Wealth Advisor since 2013. Previously, he served as Senior Vice President at Morgan Stanley from 1991 to 2013 and as Floor Manager at Institutional Brokerage Corp. from 1984 to 1991. He is recognized as an industry leader, having been listed in Barron's Top 1,000 Financial Advisors in 2013, Barron's Top 1,200 Financial Advisors in 2016, 2017, 2021, and 2022, and Barron's Top 1,500 Financial Advisors in 2026. He is also involved with the University of Rhode Island Sailing Advisory Council, the International Yacht Restoration School of Technology and Trades, and the National Sailing Hall of Fame. He is registered in AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA.

The firm is situated on Bellevue Avenue, roughly a tenth of a mile from the Newport Art Museum and Memorial Boulevard.

BizScoreAI awards a Technical score of 87 out of 100, ensuring the website is secure and readable by search engines without errors. An Authority score of 75 out of 100 confirms the business identity as a trust signal for AI assistants and search engines. The firm ranks number 1 of 8 Financial Planner businesses that BizScoreAI has scored in Newport.