Vice President–Wealth Management
Financial Advisor
Credentials
Vice President–Wealth Management
Financial Advisor
Credentials
Senior Wealth Strategy Associate
Bill has over 45 years of experience in the financial services industry. Prior to joining UBS, Bill spent 27 years advising and providing wealth management guidance to clients at Merrill Lynch. Bill is a 1968 graduate of DePauw University in Green Castle, Indiana. He is an avid fisherman, active in his church, enjoys traveling with his wife and spending time with children and eight grandchildren.
Senior Wealth Strategy Associate
Bill has over 45 years of experience in the financial services industry. Prior to joining UBS, Bill spent 27 years advising and providing wealth management guidance to clients at Merrill Lynch. Bill is a 1968 graduate of DePauw University in Green Castle, Indiana. He is an avid fisherman, active in his church, enjoys traveling with his wife and spending time with children and eight grandchildren.
Senior Client Associate
Prior to joining UBS, Amy worked alongside Rob and Bill at Merrill Lynch. Amy has 16 years of experience in the financial services industry. She enjoys reading, spending time with her family and is very active in her daughter's school and sports activities.
Senior Client Associate
Prior to joining UBS, Amy worked alongside Rob and Bill at Merrill Lynch. Amy has 16 years of experience in the financial services industry. She enjoys reading, spending time with her family and is very active in her daughter's school and sports activities.
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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