Professional consulting for institutions

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With over 12 years of experience in the financial services industry, As’ad is committed to making a difference in the financial lives of clients. He has a unique perspective on the importance of knowing clients and serving their needs, a perspective learned at an early age from his father, Bishara. As’ad’s consultative relationships run deep, with many clients thinking of the team as part of their extended family. He helps clients achieve the goals that matter the most to them, their family and the future they’re shaping.

As a Senior Portfolio Manager in the UBS Portfolio Management Program, As’ad provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in financial planning and investment management, with in-depth knowledge in all aspects of insurance strategies. Prior to joining UBS in 2012, As’ad was a financial advisor at Morgan Stanley.

My professional achievements and education
Series 7, 66 and 31 securities licenses Chartered Retirement Plan
Specialist (CRPS®)
Senior Portfolio Manager
Life and health insurance licenses
B.S., marketing, University of Arizona

California Insurance License #0H91594

Outside the office
Helping his community is an important part of As’ad’s life. He currently serves as Board Treasurer for Joyride Society in Phoenix and Partner with Social Venture Partners in Phoenix. He was formerly on the leadership committee for the Leukemia & Lymphoma Society’s Greater Arizona Man and Woman of the Year campaign as well as previously served on the Board of Directors for ResilientMe, a nonprofit organization. In his free time, he enjoys watching football, especially the Washington Commanders, and keeping active with his German shepherd and Pomeranian. As’ad and his wife recently got married in April 2021.

• Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Arizona, B.S. Marketing

• Chartered Retirement Plans Specialist℠

• AK
• AZ
• CA
• CO
• CT
• FL
• HI
• ID
• IL
• IN
• KS
• LA
• MD
• ME
• MI
• MO
• MS
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• TX
• UT
• VA
• VI
• WA
• WI
• WY

Insights grounded in experience

Bill has spent his career serving as an advocate for business owners, institutions and healthcare professionals. He specializes in the complexities of qualified and nonqualified retirement plans, cash management, foundation and endowment management, and investment banking services. As an accredited institutional retirement advisor, Bill focuses on designing and implementing corporate retirement plans that improve the financial lives of employees and enhance an organization’s value.

With a deep understanding for the mechanics behind the development and management of corporate retirement plans, Bill works closely with his institutional clients to design a disciplined approach and then implement and monitor their plans. He takes great pride in helping retirement plan participants relieve some of their work-related stress, offering one-on-one financial coaching sessions on a regular basis. Prior to joining UBS in 2006, Bill served as a financial advisor at Merrill Lynch and as a manager for a nonprofit corporation.

Credentials that build confidence

• Chartered Retirement Plan SpecialistSM (CRPS®)
• Accredited Investment Fiduciary (AIF®)
• Series 7, 9/10 and 66
• Life and health insurance licenses
• M.B.A., global finance, Alaska Pacific University
• B.S., wildlife biology, Montana State University
• CA Insurance License #0M15385
• Investments & Wealth Institute Member (CIMA®)

Outside of work

In his free time, Bill enjoys the great outdoors, including hiking, biking and kayaking. He enriches his life with travel, where he explores new places and seeks adventures especially in Alaska and Montana. Bill is passionate about country western dancing, where he’s established a strong community of friends and developed a new skill he can use for life. He’s most proud of his two children and enjoys spending time with them and his extended family.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2025The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

• Alaska Pacific University, M.B.A. Global Finance
• Montana State University, B.S. Wildlife Biology

• Certified Investment Management Consultant
• Chartered Retirement Plans Specialist℠
• Retirement Plan Consultant
• Senior Retirement Plan Consultant
• Investments & Wealth Institute Member

• AK
• AZ
• CA
• CO
• CT
• FL
• HI
• ID
• IL
• IN
• KS
• LA
• MA
• MD
• ME
• MI
• MO
• MS
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SC
• TX
• UT
• VA
• VI
• WA
• WI
• WY

Financial Advisor Specializing in Retirement Plans and Retirement Planning

With over 25 years of diverse professional experience, Bob brings a wealth of knowledge, expertise and passion to his role as a financial advisor. His unique background combines corporate acumen, military discipline, and entrepreneurship, making him an invaluable asset to clients seeking comprehensive solutions.

Education and Professional Background

Master of Business Administration (MBA), Webster University

Bachelor of Science in Business Administration, University of Nebraska

20 years of corporate experience

5 years of service in the United States Air Force

Series, 7, 63 & 65 securities licenses

Life insurance and annuity license

Bob's educational foundation in business, coupled with his extensive corporate career, provides him with a deep understanding of financial markets, economic trends, and strategic planning. His military service instilled in him the values of discipline, integrity, and commitment to excellence, which he applies to every aspect of his financial advisory practice.

Areas of Expertise

Retirement Planning: Helping individuals and families create comprehensive strategies for a secure and comfortable retirement.

Retirement Plans: Assisting businesses in designing and implementing effective 401(k), 401(a), 457, and other qualified retirement plans for their employees.

Institutional Investing: Providing expert guidance to institutions on portfolio management and long-term investment strategies.

With his client-centric approach and dedication to staying abreast of the latest financial trends and regulations, Bob is committed to helping his clients achieve their financial goals and secure their financial future. Whether you're planning for retirement, managing an institutional portfolio, or seeking to optimize your company's retirement offerings, Bob has the expertise and experience to guide you towards success.

Bob lives in Arizona with his wife and two children.  He enjoys spending time with his family along with time outdoors hiking, mountain biking and golfing.  Bob is also active in his local Scout troop and enjoys watching football, especially the Cardinals and Huskers.