Senior Vice President–Wealth Management
Financial Advisor
Bill joined UBS in 2013 after seven years with Bernstein Global Wealth Management. Throughout his career in financial services, Bill has been responsible for the design, implementation and maintenance of complex investment strategies for high-net-worth individuals and families. Bill currently serves on the boards of the Literacy Council of Fort Bend County and A Shelter for Cancer Families. Bill and his wife Lauren have three sons: Jake, Luke and Brody. Bill has a BA in economics from Hobart College in Geneva, NY.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Bill joined UBS in 2013 after seven years with Bernstein Global Wealth Management. Throughout his career in financial services, Bill has been responsible for the design, implementation and maintenance of complex investment strategies for high-net-worth individuals and families. Bill currently serves on the boards of the Literacy Council of Fort Bend County and A Shelter for Cancer Families. Bill and his wife Lauren have three sons: Jake, Luke and Brody. Bill has a BA in economics from Hobart College in Geneva, NY.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Amanda joined UBS in August of 2015. She is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining UBS, Amanda was a Private Advisor with BB&T Wealth, and had worked with the bank for over five years. Amanda earned a B.A. in economics and government from the University of Virginia.
Amanda serves as a member of the Women’s Finance Exchange of Houston and as a member of the Houston Estate & Finance Forum. Amanda and her husband, Jared, live in Houston with their two children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Amanda joined UBS in August of 2015. She is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining UBS, Amanda was a Private Advisor with BB&T Wealth, and had worked with the bank for over five years. Amanda earned a B.A. in economics and government from the University of Virginia.
Amanda serves as a member of the Women’s Finance Exchange of Houston and as a member of the Houston Estate & Finance Forum. Amanda and her husband, Jared, live in Houston with their two children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Registered Client Associate
Allison brings over 20 years of financial and client services experiences, beginning with JP Morgan, where she worked with both institutional Trust and Private Bank Clients. She has worked at UBS for over fourteen years and enjoys helping clients with daily account needs, as well as executing trades and solving problems. Allison is dedicated to service excellence.
Allison earned a B.A. in Economics from the University of Texas at Austin. She holds a Series 7, 63, 65. Allison lives in Katy with her three sons, Ethan, Austin and Mason where she enjoys serving her community and volunteering at her church. In her spare time she enjoys playing tennis and cheering on the Texas Longhorns.
Education
Senior Registered Client Associate
Allison brings over 20 years of financial and client services experiences, beginning with JP Morgan, where she worked with both institutional Trust and Private Bank Clients. She has worked at UBS for over fourteen years and enjoys helping clients with daily account needs, as well as executing trades and solving problems. Allison is dedicated to service excellence.
Allison earned a B.A. in Economics from the University of Texas at Austin. She holds a Series 7, 63, 65. Allison lives in Katy with her three sons, Ethan, Austin and Mason where she enjoys serving her community and volunteering at her church. In her spare time she enjoys playing tennis and cheering on the Texas Longhorns.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
