Professional consulting for institutions

Bahbah Sobers WM firm focus message

As a seasoned team of experienced corporate retirement and institutional services consultants, we have decades of experience serving the needs of business leaders, institutional investors and plan sponsors. Because of this specialization, we have a deep understanding for your challenges.

Advice for business owners

Institutional consulting

Retirement plan sponsors

Workplace Wealth

Investment management

Business transition and succession planning

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

We're ready to listen.

Benefits take center stage

The pandemic spotlights the importance of employee benefits

Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

See our key findings

As'ad Bahbah

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WV
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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September 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℠
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
William "Bill" Sobers, CRPS

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- HI
- ID
- IL
- IN
- KS
- LA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- 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.
- 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
Exit planning

Business succession

Institutional consulting

Retirement Plan consulting

401(k) plan services

Executive compensation

Business owners

Entrepreneurs

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Andrew Beeter

Authorized Officer

Senior Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Andrew brings a mix of experience with over four years in the industry. Putting clients first has always been the top priority for Andrew. He understands the complex needs individuals might require for their finances. He brings a tailored support style to each client, understanding every situation is different and unique.

Prior to joining Bahbah Sobers Wealth Management, Andrew was an advisor at Morgan Stanley where he specialized in financial planning.

Credentials that build confidence

Series 7 and 66 Securities Licenses

Life and Health Insurance Licenses

Outside of work

In his free time, Andrew enjoys spending time with friends and family, sports, traveling and reading. He is a Phoenix Suns basketball fan and enjoys football when the Minnesota Vikings decide not to disappoint.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Vivian Anadu

Client Associate
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Shoshana Simones

Client Associate
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Caden Fricke

Intern
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Jake Reithinger

Intern
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

As'ad Bahbah

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WV
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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September 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℠
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
William "Bill" Sobers, CRPS

Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- HI
- ID
- IL
- IN
- KS
- LA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- 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.
- 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
Exit planning

Business succession

Institutional consulting

Retirement Plan consulting

401(k) plan services

Executive compensation

Business owners

Entrepreneurs

2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Andrew Beeter

Authorized Officer

Senior Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Andrew brings a mix of experience with over four years in the industry. Putting clients first has always been the top priority for Andrew. He understands the complex needs individuals might require for their finances. He brings a tailored support style to each client, understanding every situation is different and unique.

Prior to joining Bahbah Sobers Wealth Management, Andrew was an advisor at Morgan Stanley where he specialized in financial planning.

Credentials that build confidence

Series 7 and 66 Securities Licenses

Life and Health Insurance Licenses

Outside of work

In his free time, Andrew enjoys spending time with friends and family, sports, traveling and reading. He is a Phoenix Suns basketball fan and enjoys football when the Minnesota Vikings decide not to disappoint.
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Vivian Anadu

Client Associate
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Shoshana Simones

Client Associate
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Caden Fricke

Intern
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
Jake Reithinger

Intern
View bio
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

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Professional consulting for institutions

Bahbah Sobers WM firm focus message

Advice for business owners

Institutional consulting

Retirement plan sponsors

Workplace Wealth

Investment management

Business transition and succession planning

Thank you.

Error

Benefits take center stage

As'ad Bahbah

William "Bill" Sobers, CRPS

Andrew Beeter

Vivian Anadu

Shoshana Simones

Caden Fricke

Jake Reithinger