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
  • KS
  • MA
  • MS
  • MT
  • NH
  • NJ
  • NM
  • NV
  • 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
  • (253) 428-3966

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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