Wealth Strategy Associate
For over a decade, Jason has been helping wealthy individuals, business owners, and families accomplish their financial goals. As a wealth strategy associate on the team, Jason focuses on the following areas of practice:
Jason began his financial career as a Financial Representative with Fidelity Investments in Rockefeller Center NY and joined UBS in 2009. He is a graduate of Wake Forest University in Winston-Salem North Carolina where he majored in finance. He holds the Series 7 and 66 securities licenses in addition to life and health insurance licenses. Jason lives with his wife Alison in Dobbs Ferry NY and he enjoys playing golf and traveling.
Education
Wealth Strategy Associate
For over a decade, Jason has been helping wealthy individuals, business owners, and families accomplish their financial goals. As a wealth strategy associate on the team, Jason focuses on the following areas of practice:
Jason began his financial career as a Financial Representative with Fidelity Investments in Rockefeller Center NY and joined UBS in 2009. He is a graduate of Wake Forest University in Winston-Salem North Carolina where he majored in finance. He holds the Series 7 and 66 securities licenses in addition to life and health insurance licenses. Jason lives with his wife Alison in Dobbs Ferry NY and he enjoys playing golf and traveling.
Education
Client Associate
William has spent almost a decade in the industry, starting full time with UBS out of college, having interned two previous summers. As the registered client service associate on the team, Will's focus is on providing superior personalized client service while specializing in administrative and operational aspects of the business. Prior to starting with UBS, Will graduated from the University of Rochester in upstate New York, where he majored in Philosophy. He holds Series 7 and 66 licenses. Will lives in Manhattan, and in his spare time enjoys spending time with his dogs and listening to live music.
Education
Client Associate
William has spent almost a decade in the industry, starting full time with UBS out of college, having interned two previous summers. As the registered client service associate on the team, Will's focus is on providing superior personalized client service while specializing in administrative and operational aspects of the business. Prior to starting with UBS, Will graduated from the University of Rochester in upstate New York, where he majored in Philosophy. He holds Series 7 and 66 licenses. Will lives in Manhattan, and in his spare time enjoys spending time with his dogs and listening to live music.
Education
Client Associate
As one of the Client Service Associates on the team, Libby also specializes in administrative and operational aspects of the business while focusing on providing an individualized client experience. She holds her Series 7 and 66 securities licenses.
Prior to starting at UBS, Libby worked as a tax consultant specializing in credits and incentives. She graduated magna cum laude from The University of Mississippi where she majored in Banking and Finance. She holds her Series 7 and 66 licenses. Libby lives in Houston, TX where she enjoys spending time with her friends and family and experiencing Houston’s culinary and cultural diversity.
Client Associate
As one of the Client Service Associates on the team, Libby also specializes in administrative and operational aspects of the business while focusing on providing an individualized client experience. She holds her Series 7 and 66 securities licenses.
Prior to starting at UBS, Libby worked as a tax consultant specializing in credits and incentives. She graduated magna cum laude from The University of Mississippi where she majored in Banking and Finance. She holds her Series 7 and 66 licenses. Libby lives in Houston, TX where she enjoys spending time with her friends and family and experiencing Houston’s culinary and cultural diversity.
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.
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