Insight-based advice

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Will began his career in financial services in 2014 with Fidelity Investments after graduating from the College of Charleston with a major in Business Administration. He joined UBS as a Vice President in 2019 for the Danforth Wealth Management group. While at Fidelity, he was a financial advisor supporting over 300 households in the Boston Back Bay office.

Will attended high school in Connecticut, at Westminster School. He played lacrosse, squash, and paddle tennis while attending. In his time spent outside of the office, one can find Will on his fishing boat targeting Bluefin tuna and Striped Bass. Will is a former US Coast Guard licensed captain, and spent his Summer's in college running a kids fishing camp out of Marblehead, MA. When not fishing, you can find Will out on the golf course at the local club, meddling in mediocrity and the elusive lower handicap. In the winter months, Will spends his time in the mountains skiing, with a personal favorite of Jackson Hole. Will currently lives in Marblehead with his wife Madeline. They have a Golden Retriever named Tuna that is in-tow for all activities. Will and Madeline are expecting their first child, a baby girl in May.

Will is FINRA registered and holds a Series 7, 63, 66, and is currently licensed in 22 states. In 2018, Will earned his designation as a Certified Financial Planner (CFP®).

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• College of Charleston, Business Administration

• CERTIFIED FINANCIAL PLANNER®

Monica is an experienced service associate, with over 20 years of experience in a variety of administrative roles servicing high net worth families and non-profit institutions. She supports Danforth Wealth Management for all client service needs. She has two children at home, Richie and Clara, and lives with her husband Rich in Essex, MA.

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Janelle joined UBS in October of 2021 and is currently a Registered Client Service Associate. Janelle provides administrative support and helps to assist clients with their everyday needs. She graduated from The University of Massachusetts Lowell where she earned her Bachelor of Science and her MBA in Finance. Janelle enjoys traveling and spending time with family and friends.

Jamie joined UBS in 2015 as a Client Service Associate supporting Financial Advisors primarily with HNW/UHNW/Private Equity clients. Jamie provides administrative support and guides clients through the onboarding process, monitors account transfers, and focuses on servicing clients with their daily needs. In her spare time, she enjoys spending time with her family and friends, and is an avid Syracuse Basketball fan. Jamie graduated from Bentley University and resides in Hanover, MA with her husband.