Insight-based advice

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.

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Robert M. "Bob" Williams

Senior Vice President–Wealth Management

After two decades and a dozen market corrections we continue to excel at helping families manage and protect their prosperity.

We believe the best results come from intimate relationships and by having a financial plan aligned with your thinking. Wealth Management is a hands on process with active anticipation of your needs across the full spectrum of services.

By relentlessly staying informed and equipped with creative solutions, we address the issues that impact our clients. We invest along side you - believing in the integrity of our decisions. No single idea works for all people or all the time thus we critically weigh your best opportunities across a range of expertise.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OR
  • SC
  • TN
  • TX
  • VA
  • VT

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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.

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

Education

  • University of Massachusetts at Amherst

Credentials

  • CERTIFIED FINANCIAL PLANNER™
1155 Elm Street
Suite 501
Manchester, NH 03101
  • (603) 626-2921

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$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

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