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Tagerman Wealth Management Profile Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

rowing

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 Tagerman Profile Photo

    William Tagerman

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

    Bill is a wealth Advisor and Senior Portfolio Manager at UBS Financial Services and has been serving clients since 1979. Bill holds his series 7, 63 and 65 securities licenses as well as Series 8 Branch Manager's license.  Bill is an industry arbitrator with FINRA. 

    His clients range from affluent to ultra high net worth, with special emphasis on tax advantaged investing and estate succession issues. He serves on the Lahey-Northeast Health System's Development Committee, where he works on fundraising and philanthropic issues. He also is president of the Winnipesaukee Pavilion Condominium Association and secretary of the North Shore Aero Club. Bill takes most pride in his family. He lives in Boxford, MA with his wife of over 39 years, Nancy. He has 3 daughters; Stacey, Lindsay and Michelle and three grandchildren. Bill enjoys golf, tennis, skiing, boating and as an instrument-rated private pilot, flying.

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

      • Senior Portfolio Manager
      8 Essex Center Drive
      2nd Floor
      Peabody, MA 01960
    • Lindsay Davis Profile Photo

      Lindsay Davis

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • ID
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TX
      • UT
      • VA
      • VT
      • WA

      Lindsay is a Certified Financial Planner™ professional who focuses on working with clients to help create customized financial plans and investment solutions. Lindsay focuses on all aspects of comprehensive wealth management, including investments, insurance and multi-generational wealth transfer. Lindsay holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. She earned a B.A. from the Boston University School of Management.  She currently resides in Boxford, MA with her husband, Finn, and her son, Grayson, where she enjoys volunteering in her community and spending time with friends and family.

        • Boston University School of Management, B.A.
        • CERTIFIED FINANCIAL PLANNER™
        8 Essex Center Drive
        2nd Floor
        Peabody, MA 01960
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        Noelle Hoy

        Senior Client Associate

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        • CA
        • CO
        • CT
        • FL
        • GA
        • ID
        • MA
        • ME
        • MO
        • NH
        • NY
        • VA

        Noelle is a Senior Client Service Associate who assists our clients with administrative tasks and provides team and trade support. She has been in the financial services industry since 1998. Noelle graduated with a B.S. in business administration from New England College and is currently FINRA registered with her series 7 and 63 licenses. Outside of work, Noelle enjoys cooking, gardening and photography.

         

          • New England College, B.S. Business Administration
            8 Essex Center Drive
            2nd Floor
            Peabody, MA 01960

          The circular economy: What is it?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

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          UBS is a world-leading wealth manager

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