Experience

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.

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.

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.