Senior Vice President–Wealth Management
William, Jr. has been active in the community serving Morristown Medical Center, The Morristown Rotary Club, The Morristown YMCA, The Washington Association of New Jersey, and numerous other organizations. He currently serves on the board of the Foundation for Morristown Medical Center and is Chairman of that organization’s Brookfield Legacy Society. William served in the United States Navy and is a Trustee Emeritus of the United States Naval Academy Foundation, Annapolis, Maryland. He is a graduate of The United States Naval Academy, Annapolis, Maryland.
CA license # 0D96102
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
William, Jr. has been active in the community serving Morristown Medical Center, The Morristown Rotary Club, The Morristown YMCA, The Washington Association of New Jersey, and numerous other organizations. He currently serves on the board of the Foundation for Morristown Medical Center and is Chairman of that organization’s Brookfield Legacy Society. William served in the United States Navy and is a Trustee Emeritus of the United States Naval Academy Foundation, Annapolis, Maryland. He is a graduate of The United States Naval Academy, Annapolis, Maryland.
CA license # 0D96102
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Andrew lives in Harding Township, NJ with his wife (Callie) and three children (Ella Rose, Graham, and Teddy). Andrew has served as a volunteer at Morristown Medical Center in a variety of capacities, currently serving on the Brookfield Legacy Society Committee. He also serves on the board of the New Vernon Cemetery Association in New Vernon, NJ. Andrew enjoys spending time with his family, cheering for his Auburn Tigers, and playing golf. Andrew is a graduate of The Morristown-Beard School in Morristown, NJ and Auburn University in Auburn, Alabama.
CA license # 4051511
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Andrew lives in Harding Township, NJ with his wife (Callie) and three children (Ella Rose, Graham, and Teddy). Andrew has served as a volunteer at Morristown Medical Center in a variety of capacities, currently serving on the Brookfield Legacy Society Committee. He also serves on the board of the New Vernon Cemetery Association in New Vernon, NJ. Andrew enjoys spending time with his family, cheering for his Auburn Tigers, and playing golf. Andrew is a graduate of The Morristown-Beard School in Morristown, NJ and Auburn University in Auburn, Alabama.
CA license # 4051511
Recognized as an industry leader:
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
Credentials
Senior Client Associate
Karen is a native of Green Village, NJ. She has worked in the financial services industry for over 40 years. She enjoys spending time with her children and grandchildren.
Senior Client Associate
Karen is a native of Green Village, NJ. She has worked in the financial services industry for over 40 years. She enjoys spending time with her children and grandchildren.
Senior Wealth Strategy Associate
Bonnie has worked in the financial services industry since 2004. She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.
Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years. She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.
Education
Senior Wealth Strategy Associate
Bonnie has worked in the financial services industry since 2004. She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.
Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years. She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.
Education
Klever has been in the financial services industry for over 6 years. Klever graduated from William Paterson University where obtained his bachelor's degree in Business Administration. He plays the piano and enjoys spending time going to the movies and trying new restaurants. Klever resides in Fairview, NJ.
Klever has been in the financial services industry for over 6 years. Klever graduated from William Paterson University where obtained his bachelor's degree in Business Administration. He plays the piano and enjoys spending time going to the movies and trying new restaurants. Klever resides in Fairview, NJ.
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.
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.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
Email Me
