Financial planning and beyond

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Globe

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • William Avery

    William Avery

    Senior Vice President–Wealth Management

    Branch Manager

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • TX

    Bill joined UBS by way of its acquisition of PaineWebber in 1996 after 4 years at Olde Discount Stockbrokers. Throughout his career, he has emphasized a comprehensive financial planning approach with high net worth families, including business owners and corporate executives.

    Bill earned his bachelor's degree in corporate finance from Wayne State University in 1992. While there, he earned is varsity letter as a starting pitcher for the baseball team. He remains involved with both the university's business school, where he serves as a mentor, and the baseball program, where he founded an alumni group called the Wayne State Dugout Club.

    Bill and his wife, Kim, have a son and daughter and reside in Grosse Pointe. Outside the office, he has enjoyed coaching his children's sports teams and volunteering his time with neighborhood youth organizations. Bill is an active member of the Detroit Athletic Club and Country Club of Detroit, where he participates in the bowling, basketball and golf programs

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

    • Wayne State University, B.S. Corporate Finance: 1987 - 1992
    • Portfolio Manager
    Banking
    Financial planning
    Estate planning strategies
    Exit planning
    Asset allocation
    Business owners
    Entrepreneurs
    Corporate executives
    1217 Woodward Ave
    #1201
    Detroit, MI 48226
  • Dave Logan

    David Logan

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • ME
    • MI
    • MN
    • MO
    • NC
    • ND
    • NJ
    • NY
    • OH
    • OK
    • PA
    • TX

    Born and raised in Downtown Detroit, Michigan -- Dave Logan has over fifteen (15) years of professional experience in client services, consulting and business development.  He earned degree(s) in both Finance, and Sales & Marketing from Tuskegee University.

     

    Dave joined UBS Wealth Management in January of 2021.  He focuses on partnering with his clients to help them generate lasting results on various execution strategies.  He believes in building strong, long-term relationships that are mutually beneficial; and he has a true passion for helping and connecting people. 

     

    Dave also works for the Detroit Pistons Basketball Company as a statistician.  He is a true sports enthusiast, and enjoys bowling | golfing | biking | hooping in his spare time.  He currently resides in Bloomfield Hills, Michigan with his wife and two (2) children.

          1217 Woodward Ave
          #1201
          Detroit, MI 48226
        • Lori Martich

          Lori Martich

          Senior Client Associate

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          • FL
          • MI
          • OH

          Lori works with our team as a client service partner. She is focused and committed to provide consistent exceptional service to clients of Heritage Wealth Partners. Her knowledge and experience allow her to understand client needs and build positive relationships.

          Lori has spent a significant portion of her 30+ year career in the financial industry working in downtown Detroit in the Fisher Building, Renaissance Center and most recently in our newest local UBS office in the Kresge building on Woodward.

           

                1217 Woodward Ave
                #1201
                Detroit, MI 48226

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Who we work with

              Who we work with

              Your lifelong financial plan. UBS Wealth Way

              Your lifelong financial plan. UBS Wealth Way

              Advice. Beyond investing.

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager