Senior Vice President–Wealth Management
Financial Advisor
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.
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
Senior Vice President–Wealth Management
Financial Advisor
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.
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
Vice President–Wealth Management
Financial Advisor
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
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
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
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Client Associate
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.
Authorized Officer
Senior Client Associate
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.
Client Associate
Client Associate
Client Associate
Client Associate
Intern
Intern
Intern
Intern
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.
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