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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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.
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
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.
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
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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