Planning for life

With over 100 years of collective experience, The Schoff Group has been providing comprehensive wealth management advice to individuals and their families as well as equity compensation services to corporations, their key employees and executives. We recognize the importance of creating a fulfilling participant experience—through a personalized relationship, wealth management education and tailored strategies that can help them maximize the potential long-term value of their stock plan benefits. We also understand our corporate clients’ perspective and responsibility for growing and sustaining financial success.

As a diverse, multigenerational team, we understand how experience and age impact our clients’ goals and decision-making. We’re committed to providing insightful collaboration, planning and investing advice to help each generation confidently pursue their most important milestones.

The Schoff Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Bill Schoff Profile Photo

    William "Bill" Schoff

    Managing Director–Wealth Management

    Corporate Stock Benefit Consultant

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    Bill is the senior member and founder of The Schoff Group at UBS, a team of twelve professionals who together manage nearly $3 billion in assets. He has over 30 years of experience advising corporations on their equity benefit plans and their senior executives on wealth management. Bill concentrates his efforts in guiding executives, entrepreneurs and affluent families with advanced planning and private wealth management.

    The Schoff Group is nationally recognized for assisting an exclusive group of Fortune 500 companies  with their equity benefit plans including stock option and restricted stock plans, financial wellness, 10b5-1 plans and 144 transactions and helping to guide their executives with Important wealth planning decisions. The team can also act as an Institutional Consultant consulting with 401k plans, pensions, Taft Hartley union pensions and not for profit funds.

    Bill has been regularly recognized by third party publications such as Barons, Forbes and The Financial Times for his industry expertise and client care. In addition to being honored with the Managing Director title, he is a member of the elite Pinnacle Council, a high honor for his knowledge of the business and for providing exceptional service to his clients. Bill holds a BS degree from Cortland State University and is a member of the National Association of Stock Plan Professionals. Bill lives in Victor, NY and is active in several community and philanthropic organizations.

    • Barron's Top 1,200 Financial Advisors, 2019, 2021, 2022
    • Financial Times Top 400 Financial Advisers, 2016, 2019, 2020
    • Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
    • Cortland State University, BS
    • Corporate Stock Benefit Consultant
    400 Linden Oaks
    Rochester, NY 14625
  • Kathleen "Katie" Titus Profile Photo

    Kathleen "Katie" Titus

    Senior Vice President–Wealth Management

    Corporate Stock Benefit Consultant

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    Katie has over 30 years of experience in wealth management services. She joined UBS in 2009 after 13 years at Smith Barney and prior tenure at Prudential Securities. As a Senior Vice President and Corporate Stock Benefit Consultant, Katie specializes in equity administration solutions and private wealth management for individuals and families.

    Katie has used her problem solving skillset and detail oriented nature to help clients  manage the complexities of their financial lives to achieve financial wellness for them and future generations.  With an emphasis on personalized solutions Katie leads with listening and understanding what is crucial to her clients piece of mind.  Her comprehensive service model and planning strategy has helped her clients manage their wealth in both difficult and prosperous markets.

    As a Stock Benefit Consultant, Katie uses a comprehensive platform of industry-leading corporate equity compensation services and solutions- she is well positioned to help your organization simplify and improve the administration of your equity compensation offering as well as enhance the participant experience through education and access to advice. Katie has a long history of working with global issuers and extensive expertise in Section 16 transactions, rule 144 and 10b5-1 trading plans.

    Katie participates in prestigious industry programs, such as The National Association of Stock Plan Professionals(NASPP) and holds a Level 1 Certified Equity Professional designation. She is Series 7, 31, 63 and 65 licensed.

    Because she believes in giving back, she serves her community in various volunteer capacities. Her life-long passion for soccer is shared as she enters her 30th year as a youth soccer coach where she teaches kids the game and provides lessons in problem solving.

    Katie earned her B.A. from Niagara University where she met her husband, Bill. They reside in Webster, NY. Her interests include travel, fitness, skiing, pickle and paddle ball.

      • Niagara University, B.S.
      • Corporate Stock Benefit Consultant
      400 Linden Oaks
      Rochester, NY 14625
    • Stephen Wilson Profile Photo

      Stephen Wilson

      First Vice President–Wealth Management

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      Steve is a Vice President of Wealth Management and Portfolio Manager. His career has been focused on creating and delivering comprehensive financial solutions that are tailored to high net worth clients. Steve takes a holistic approach in constructing portfolios and is committed to having each portfolio reflect the needs of his clients, whether it’s insurance, philanthropy, retirement or succession planning. Steve is driven by his passion and goal to help individuals and families achieve financial success and he has structured his practice to include a focus on mentoring the next generation of Financial Advisors as well as the generations of clients .

      Steve graduated from the Rochester Institute of Technology where he graduated with Bachelor of Science degree in Business Administration. He holds Series 3,7,63, 65 licenses

      While away from the office, Steve enjoys running and has completed several marathons, loves golf, and spending time with his wife, their three children and his grandchild, Wyatt. Steve and his wife are committed to giving back to the community through their involvement in many local organizations.

        • Rochester Institute of Technology, Bachelor of Science
          400 Linden Oaks
          Rochester, NY 14625
        • Barbara Fraser Profile Photo

          Barbara Fraser, CFP, CRPC

          Financial Advisor

          CERTIFIED FINANCIAL PLANNER™

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          Barbara joined UBS Financial Services in 2009 and has over 25 years of experience in the financial services industry. While Barbara focuses on all aspects of wealth management, she specializes in retirement planning, wealth transfer strategies, including inheritance and insurance planning as well as transition planning in the areas of marriage, divorce, and loss of a loved one. Alongside her clients, Barbara constructs, monitors and adjusts, as necessary, a detailed financial plan that acts as a roadmap for success in achieving what is most important to them.

          Barbara's personal interests include hiking, bike riding and camping. Barbara has made her home in Fairport, NY where she raised her two children and currently resides with her husband, Joel, and their 2 golden retrievers.

           

              • CERTIFIED FINANCIAL PLANNER™
              • Chartered Retirement Planning Counselor℠
              400 Linden Oaks
              Rochester, NY 14625
            • Bryan Schoff Profile Photo

              Bryan Schoff

              Senior Vice President–Wealth Management

              Financial Advisor

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              Bryan has extensive experience working with high net worth individuals, corporate executives and their families, helping organize, manage, and coordinate all aspects of their financial lives.  Building and maintaining a comprehensive financial plan to act as the blueprint for making all important decisions is critical to Bryan's relationships.  Through Bryan's personalized approach, he builds and manages investment allocations, creating portfolios that match each client's unique goals and objectives.

              Bryan holds the Portfolio Manager designation and in his role, oversees the team's discretionary portfolio and investment management process. Bryan is series 7, and 66 licensed.  After spending several years at Merrill Lynch in New York, NY, Bryan relocated to Rochester and joined The Schoff Group in 2014 .  He earned his B.B.A. in Business Management from St. Bonaventure University.

              Bryan lives in Pittsford NY with his wife and two daughters.  Outside of work, he enjoys playing golf, fishing and skiing. 

                • Saint Bonaventure University, B.B.A. in Business Management
                  400 Linden Oaks
                  Rochester, NY 14625
                • Alexander Wilson Profile Photo

                  Alexander John Wilson, CRPC

                  Account Vice President

                  Financial Advisor

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                  In his role, Alex has been assisting individuals meet their financial goals for over 12 years now. Observing his father's passion for his career from an early age, he made the decision to attend Niagara University and pursue a career in wealth management. Alex graduated from Niagara University in 2007 with a B.S. in Commerce.

                  He started his career in Finance at AXA Advisors, in New York City, helping his colleagues and their clients in the areas of investment management, retirement planning, estate and succession planning. He transitioned to Merrill Lynch in 2011 where he began to help high net worth families build out a holistic financial plans to help them meet their goals. After spending 4 years at ML, Alex moved back to Rochester, NY in 2015 to continue his passion of helping others but also be closer to family and friends. Upon relocating from NYC, he settled into a new role at Fidelity Investments as an Investment Consultant.

                  After officially joining The Schoff Group at UBS in 2017, Alex has channeled his problem-solving skillset and knowledge of financial markets to help his clients alleviate concerns over the many moving parts of their financial lives. Alex has found a permanent home at UBS and place where he can better assist his clients for the remainder of his career. The Schoff Group assists corporate executives and high net worth families as they navigate the sometimes complicated world of equity compensation awards and holistic financial planning. As a Corporate Stock Benefit Consultant, his in-depth knowledge allows him to maximize the value of his client's equity compensation through risk management of concentrated positions and tax minimization strategies.

                  Alex has also completed the requirements to achieve the credential of a Chartered Retirement Planning Counselor. Outside of work he has a passion for traveling, golf, exercise, cooking and spending time with family. 

                    • Niagara University, B.S.
                    • Corporate Stock Benefit Consultant
                    • Chartered Retirement Planning Counselor℠
                    400 Linden Oaks
                    Rochester, NY 14625

                  Equity Plan Advisory Services

                  The right equity compensation plan can both reward your best employees and incentivize others. Our services and advice help ensure your participants understand the true value of their equity awards. All the while, we help you manage your plan more effectively.

                  Providing the support you need
                  We can handle all of your plan administration, or only the portions you need. Not sure? We’ll leverage best practices from our decades of experience to help you customize the right level of care and service for your company. As part of one of the world’s leading wealth management firms, we give you access to financial knowledge that can help participants make wise choices, as well as global resources that can make your equity plan program stronger.

                  Industry leaders
                  We are an active contributor in the industry. Affiliations include:

                  • National Association of Stock Plan Professionals (NASPP)
                  • Global Equity Organization (GEO) and its NECF events
                  • Regional associations across the U.S.

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                  2022 tax planning guide

                  For your financial well-being

                  Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                  We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  #1

                  For Ultra-High Net Worth clients

                  Euromoney Private Banking and Wealth Management Survey, 2016-2022

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  Global leader

                  UBS is a world-leading wealth manager