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

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
  • KY
  • MA
  • MN
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • 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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights