Experience

Makes all the difference

Here is an overview of the ways we can help

Plan for the financial future you want
Through advice, experience and the use of helpful tools, our planning process sets up the solutions you need

Access and manage your money easily
We keep things simple for you with direct access to checking, deposits, online bill pay, electronic fund transfers and many other services

Save for the things you’ve dreamed about
From college savings plans to a wide number of IRAs and annuities, we’ll help you save for what matters most

Borrow wisely, the way you want it
Get credit you can count on, whether you need a mortgage, credit card or securities backed lending, UBS Bank USA provides competitive products and services that may suit your borrowing needs.

Grow your assets through a number of opportunities
We can help you find investment opportunities and make the decisions that are right for you

Protect what’s most important to you
Our solutions can help reduce risk, preserve wealth and provide insurance protection that fits your financial plan

Give in a way that makes a lasting impact
Build a legacy that spans generations through charitable giving, trusts and philanthropy

William K. 'Bill' Zorr

First Vice President–Wealth Management

With more than 40 years in the investment business, nearly all of it with Paine Webber and UBS, Bill is trusted by a wide variety of clients to provide exceptional financial and retirement planning guidance. Before entering financial services, he served in the U.S. Army and was a member of the U.S. Army Reserve.

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