Senior Vice President–Wealth Management
Financial Advisor
As an industry veteran of over 30 years, Bill specializes in creating effective financial plans for each of our high-net worth clients. Incorporating his educational background in economics (B.A., University of Maryland) and CFP designation (obtained in 2008) into his extensive industry knowledge and experience, Bill works closely with his team to ensure that each client portfolio is constantly updated and optimally maintained in different market and economic conditions for meeting their short- & long-term financial goals.
Bill joined UBS in 2004 after spending 12 years at A.G. Edwards & Sons. He lives in Princeton, NJ with his three children—Owen, Sean, and Phoebe.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
As an industry veteran of over 30 years, Bill specializes in creating effective financial plans for each of our high-net worth clients. Incorporating his educational background in economics (B.A., University of Maryland) and CFP designation (obtained in 2008) into his extensive industry knowledge and experience, Bill works closely with his team to ensure that each client portfolio is constantly updated and optimally maintained in different market and economic conditions for meeting their short- & long-term financial goals.
Bill joined UBS in 2004 after spending 12 years at A.G. Edwards & Sons. He lives in Princeton, NJ with his three children—Owen, Sean, and Phoebe.
Recognized as an industry leader:
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.
Wealth Strategy Associate
For over 20-years, Andrea has served as our front-line communications manager. Committed to providing excellent client service, she manages every client relationship by always thoughtfully listening to the needs of our clients and effectively delivering solutions in a timely manner. In addition to providing administrative support, she guides our clients through a variety of products and services offered at UBS.
Andrea is a graduate of West Chester University and maintains her Series 7 & Series 66 licenses. She resides in Washington Crossing, PA with her husband, Len, and their two children, Christian and Lauren.
Wealth Strategy Associate
For over 20-years, Andrea has served as our front-line communications manager. Committed to providing excellent client service, she manages every client relationship by always thoughtfully listening to the needs of our clients and effectively delivering solutions in a timely manner. In addition to providing administrative support, she guides our clients through a variety of products and services offered at UBS.
Andrea is a graduate of West Chester University and maintains her Series 7 & Series 66 licenses. She resides in Washington Crossing, PA with her husband, Len, and their two children, Christian and Lauren.
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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