Our insights. Your plan. Simplified.

Benefits from our collaborative approach

As a dedicated Financial Advisor, I understand that each client is different – from a new investor to one with years of experience – and I appreciate your individual circumstances. My goal is to be your primary source of wealth management advice.

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

During a challenging financial environment, it’s especially important to stay focused on your goals. One way is to conduct a comprehensive review of your portfolio and your objectives. As a Financial Advisor, I have the resources to provide an objective view of your assets and liabilities, and to help point out areas that may benefit from repositioning.

Globe

Bill Peabody, CFP

Senior Vice President–Wealth Management

Personal & Community

  • Charter member of Hawks Prairie Rotary Club Lacey, Washington
  • Corporate Level Member Museum of Glass Tacoma, Washington
  • University of Puget Sound Tacoma Regional Alumni Committee
  • Member of the Golf Channel Amateur Tour
  • Member of the Tacoma Golf and Country Club
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MT
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WI

Education

  • B.A. Economics (Departmental Honors) Minor Philosophy, University of Puget Sound
  • A.A. Transportation (Deans List), Green River Community College

Credentials

  • CERTIFIED FINANCIAL PLANNER®
1145 Broadway Plaza
14th Floor
Tacoma, WA 98402

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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