$5+ trillion
In invested assets globally
As of 11/07/2023
EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Founded by William Greco, Managing Director, Robert E. Lane, Executive Director-Wealth Management; and Doug Bonaquist, Executive Director; EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm. We provide a fully integrated, ongoing, proactive financial counseling relationship.
During our planning engagement, we'll review how your company provided benefits can be used most effectively, and evaluate how your equity compensation fits into your overall financial plan. We'll take the time to fully understand your family, business and personal priorities, and make certain that your risk management, personal estate planning, liabilities, and personal wealth management all reflect those priorities. Our Nationwide team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of our firm to provide a uniquely tailored comprehensive advisory relationship, and enable us to become your valued partners. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view, and give you that most highly sought after financial goal: peace of mind.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director–Wealth Management
Executive Director
Financial Advisor
Senior Vice President–Wealth Management
Chartered Financial Analyst®
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Client Associate
Managing Director–Wealth Management
Executive Director
Financial Advisor
Senior Vice President–Wealth Management
Chartered Financial Analyst®
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Client Associate
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
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
