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William Charles Stratton

Senior Vice President–Wealth Management

Financial Advisor

Bill has spent his entire professional career successfully advising clients and helping them make appropriate decisions. The foundation of Bill's practice is built on three core principles: identify the unique circumstances of each client and apply that knowledge to develop a comprehensive and adaptable wealth management strategy, leverage the professional investment management expertise at UBS to deliver appropriate and relevant solutions, and provide a personalized and unmatched service experience.

Bill earned his bachelor's degree in economics from Hobart College in Geneva, NY. Outside of the office, Bill serves as treasurer on the Board of Directors at the Literacy Council of Fort Bend County and also coaches youth sports teams in his community. Bill lives with his wife Lauren and their three sons in Missouri City, TX.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MO
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • BA Economics, Hobart College, Geneva NY
750 Town and Country Blvd
Suite 400
Houston, TX 77024
  • (713) 966-2478

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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