Lasting relationships. For all that matters

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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.

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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 Ferriel - Profile Photo

    William Dennis "Denny" Ferriel, CFP

    Senior Wealth Strategy Associate

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    • FL
    • OH

    W. Dennis "Denny" Ferriel has been a Financial Adviser/Private Banker with UBS and a predecessor firm McDonald Investments/KeyBank since 1988. He focuses on financial planning/investment management strategies to accomplish various goals of wealth preservation, retirement planning, educational planning, survivor needs etc. He holds a BA from Miami University and an MBA from Capital University. He started in the retail brokerage business in 1971 with W.E. Hutton in Columbus and has held various positions within the Financial Sector. He is a retired Colonel(USAF).

      • Miami University, BA
      • Capital University, MBA
        801 Laurel Oak Drive
        Suite 500
        Naples, FL 34108
      • William D. Ferriel - Profile Photo

        William Ferriel

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CO
        • FL
        • GA
        • IN
        • KS
        • MA
        • MI
        • MN
        • MO
        • NC
        • NH
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • UT
        W.D. has been a financial advisor with UBS financial services for eight years. He focuses on multi-generational wealth management and estate planning strategies. As part of our comprehensive approach he specializes in evaluating investment managers, investment research and asset allocation decision-making for our clients. W.D. is a graduate of Lynchburg College. Prior to joining UBS financial services in 2007 he worked for Worthington Industries in their steel division. He is a actively involved with the Columbus Academy, Lynchburg College and Nationwide Children's Hospital.

              5007 Horizons Dr.
              Suite 200
              Upper Arlington, OH 43220

            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

            Global leader

            UBS is a world-leading wealth manager