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Prior to joining UBS Private Wealth Management in 2022, Bill spent his career with Merrill Lynch Wealth Management in 1990 and ever since has been fostering client relationships by developing investment strategies designed for wealth preservation and wealth transfer. A founder of the Slater King Fitzenreiter Group, Bill focuses on business development, operations and management of the team’s investment approach. Bill is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. 

Bill earned a bachelor’s degree in computer science from Boston College in Massachusetts and is an active alumnus, having served on the Regional Development Committee for the school. He is also a member of the executive committee of The Shepherd Foundation, which provides tuition assistance to families who need financial aid, and as the varsity head coach and program director of Gonzaga College High School Hockey Program. He resides in Kensington, Maryland, with his wife, Lisa, and their four children.

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J.J. is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. A Portfolio Manager may make their strategies available to clients working with other Merrill Advisors. His disciplined, holistic, service-oriented approach, combined with more than 25 years of industry experience, enables him to help clients make well informed financial decisions and tailor wealth management strategies to their individual goals, investment objectives, risk tolerance, time horizon and liquidity needs.

Prior to joining UBS, J.J. spent nearly 35 years at Merrill Lynch, where he joined in 1987 after receiving his bachelor’s degree in finance from Penn State University. He previously served as a member of the board of trustees of the Academy of the Holy Cross School in Kensington, Maryland. J.J. and his wife, Tracey, live in Potomac, Maryland, and enjoy spending time with their three children.

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With the Slater King Fitzenreiter Group, Scott enjoys helping clients pursue their goals through customized wealth management strategies. Prior to joining UBS Private Wealth Management in 2022, Scott served as one of very few Merrill Lynch financial advisors nationally holding the Bank of America Merrill Lynch Global Institutional Consultant title. In his role as a Global Institutional Consultant, Scott helped nonprofit clients using various techniques, such as risk modeling and analysis. Scott helps foundation and endowment clients pursue their missions through analytical investment and nonprofit management programs. He focuses on customized asset allocation models using qualitative analysis of investment managers and investment portfolios to assist clients in pursuing their investment objectives. 

Scott holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investment & Wealth Institute™. He is also a CERTIFIED FINANCIAL PLANNERTM professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Before joining Merrill in 1994, Scott served as an officer in the U.S. Army for nine years, including a combat tour as the commanding officer of a company of paratroopers in the 82nd Airborne Division. He served his final two years in the army as the commanding officer of the U.S. Army’s 226-man Presidential Honor Guard Company, which included the army’s most visible soldiers serving at The Tomb of the Unknowns in Arlington National Cemetery. Scott is affiliated with a number of veteran’s service organizations, including The Veterans of Foreign Wars, the U.S. Army Ranger Association, The 82nd Airborne Division Association and The Old Guard Association. He earned his bachelor’s degree in history from the University of Maryland, College Park. Scott and his wife, Gina, live in Sandy Spring, Maryland, with their two children.

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Ryan focuses on business development and portfolio management for the Slater King Fitzenreiter Group. Using a goals-based approach, he helps a select group of clients develop appropriate strategies to manage their wealth. Ryan holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Prior to joining Merrill Lynch, Ryan worked as an institutional equity trader, helping mutual fund companies and hedge funds with trade facilitation, research opportunities and liquidity needs. He is a graduate of the Georgetown University McDonough School of Business, where he played four years of collegiate lacrosse and was team captain. A Washington, DC, native, Ryan attended Georgetown Preparatory School and remains active in his high school alumni association, and in the local community as a member of the Make-A-Wish® Mid-Atlantic, Inc. Advisory Board.

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Prior to joining UBS Private Wealth in 2022, Carey began with Merrill in 1999. Her primary responsibilities on the team include helping to oversee operations and business growth, assisting the private wealth advisors with private client investment proposals and developing wealth preservation, cash flow and retirement analyses. She is a magna cum laude graduate of the University of South Carolina’s Moore School of Business and Honors College. She holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor ,CRPC®) designation. She lives in Silver Spring, Maryland, with her husband, Derek, and two daughters.

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Gigi joined UBS Private Wealth Management in 2022. On the Slater King Fitzenreiter Group, Gigi serves as a relationship manager focused on developing strategies and advice for individuals and institutional clients by understanding their short- and long-term financial objectives. She works closely with their client’s full team of advisors, including attorneys, accountants and other advisors, to provide a coordinated approach to wealth management.

Before joining Merrill Lynch in 2008, Gigi worked for seven years in the industry for two large financial services companies. She earned her bachelor's degree in economics and political science from Bucknell University in Lewisburg, Pennsylvania. She holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. Gigi and her husband, Matt,  and their two children reside in Arlington, Virginia, where she is also an active member of their local Parent Teacher Association and of the Advisory Council to Teaching and Learning for Arlington Public Schools.

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Greg’s responsibilities include addressing client service needs, assisting with performance reporting, and day-to-day business operations. Greg also directs the team’s technology presence as well as assists in developing wealth preservation, cash flow, and retirement analyses.

Prior to joining UBS in 2022, Greg joined Merrill Private Wealth Management from Bank of America in 2015. Before beginning his career in finance, Greg enlisted in 2007 and served six years in the United States Marine Corps Reserve as a Light Armored Reconnaissance Scout. In 2009, Greg was deployed to Helmand Province, Afghanistan in support of Operation Enduring Freedom where served as an automatic rifleman and his battalion conducted interdiction operations to stem the flow of drugs, weapons, and fighters coming into the country from Pakistan. He fulfilled his service obligation in 2013 and was honorably discharged in 2014 at the rank of Corporal, a Non- Commissioned Officer.

Greg earned a bachelor’s degree in Criminology and Criminal Justice while attending The University of Maryland, College Park. He also holds the Chartered Retirement Planning Counselor, CRPC® designation. Greg lives in Baltimore, Maryland and enjoys playing golf, woodworking, and spending time with family and friends.

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Before joining UBS in 2022, Amanda relocated to Washington D.C. and joined the Slater King Fitzenreiter Group at Merrill Lynch in August 2020. Her responsibilities with the team include addressing client service needs, handling daily trade requests for the team’s portfolio, and assisting with the new client on-boarding process.

Amanda worked for a small mutual funds company in New York after graduating Fairfield University in 2017, where she earned her bachelor’s degree in finance and marketing, with a concentration in integrated marketing communications.  Outside of the office, Amanda enjoys running, snowboarding with friends, and exploring the DMV area.

Nancy joined the Slater King Fitzenreiter Group in August 2021. Her responsibilities include addressing client service needs, assisting with the new client on-boarding process and day-to-day business operations.

Nancy joined the team from Bank of America, where she started her career in 2010. For six of those years, she was the Financial Center Manager for the flagship center of Washington, D.C. and one of the Top 25 High Impact Financial Centers in the region. She’s passionate about our clients and helping make financial lives better. Nancy is a Washington, D.C. native. In her spare time, she and her husband Stanley enjoy spending time with their families and are huge Dallas Cowboys fans.