First Vice President–Wealth Management
Financial Advisor
Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.
Credentials
First Vice President–Wealth Management
Financial Advisor
Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.
Credentials
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
First Vice President–Wealth Management
Financial Advisor
Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.
Credentials
First Vice President–Wealth Management
Financial Advisor
Bill and the Sullivan family have been providing uninterrupted investment advice and service since 1968 when Bill’s father started his career as the President of Gibraltar Securities. With special expertise in Treasuries, Municipals and Corporate debt, Bill oversees our fixed income strategy also provides our clients with guidance on identifying and meeting their financial goals through complex generational wealth transfer planning. Bill is founder and president of the Essex Fells Police Foundation, and a member of the Peer Foundation, Parent Support Group and Essex Fells Town Councilmen.
Credentials
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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