Experience

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 has a B.A. in economics from Hobart College in Geneva, NY.

Bill currently serves as President of the board of the Ridge Point High School All-Sports Booster Club. He previously served on the board of A Shelter for Cancer Families and the Literacy Council of Fort Bend County. Bill was the voice of the Ridge Point Panthers Varsity Baseball team for the 2024 season. Bill and his wife Lauren have three sons: Jake (Texas A&M), Luke (University of Colorado) and Brody (Ridge Point High School).

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.

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.