An experienced and committed team

William is a First Vice President - Wealth Management who joined the Stuart, Florida office of UBS in 2012. Prior to joining UBS, he was a Regional Vice President with GAMCO Investors Inc. / Gabelli Funds where he served as relationship manager to individuals and institutions and marketed the firm's strategies to consultants, individuals, and financial advisors. William was also a partner with NMF Asset Management serving as co-Portfolio Manager for the firm's two fundamental equity strategies. William's focus is to implement and manage customized investment strategies for individuals and families.

William enjoys boating, fishing, hiking and playing roller hockey. He is active with go.build.love, a mission organization that distributes water filters to third world countries. He resides in Stuart, Florida with his wife (Leigh Ann), three children (Lucas, Abigail and Isaiah), and his three dogs.

Personal & Community:

Board Member, go.build.love

Former Board Member, Library Foundation of Martin County

Former Board Member, Hibiscus Children's Center

Licenses:

Series 7, General Securities Representative

Series 63, Uniform Securities State Agent

Series 65, Investment Advisor Representative

Ray is a Vice President - Wealth Management who joined the Stuart, Florida office of UBS in 2008. Prior to joining UBS, he worked as a Wealth Management Advisor at Merrill Lynch since 1991. After completing the Florida State University Certificate in Financial Planning Program, he received his CERTIFIED FINANCIAL PLANNER (TM) (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Ray concentrates on delivering wealth management strategies for high-net-worth individuals. He resides in Palm City, Florida with his wife, Sue.

Personal & Community:

Past President, Audubon of Martin County

Member, Appalachian Long Distance Hikers Association

Member, Appalachian Trail Conservancy

Member, Pacific Crest Trail Association

Member, Continental Divide Trail Coalition

Licenses:

State of Florida, Life, Health Insurance and Variable Annuity Licensed

Series 3, National Commodities Futures Representative

Series 7, General Securities Representative

Series 9, General Securities Sales Supervisor (Options)

Series 10, General Securities Sales Supervisor

Series 63, Uniform Securities State Agent

Series 65, Investment Advisor Representative

Terri is a Wealth Management Associate who joined the Stuart, Florida office of UBS in 2007. Prior to joining UBS, she was a Senior Associate at Merrill Lynch since 2000. Terri's responsibility is to provide operational and administrative support to GK Group's daily business practices while maintaining risk awareness and regulatory knowledge. Terri's objective is to enhance the client experience by anticipating client needs, resolving their problems and following through to provide exceptional service. Terri volunteers with Dogs and Cats Forever and Creature Safe Space. She resides in Port St. Lucie, Florida with her husband, Jim.