Lasting relationships. For all that matters

A team of rowers rowing a boat

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.

Three people sitting in office

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 Dennis "Denny" Ferriel, CFP
        801 Laurel Oak Drive,Naples,FL,34108
      • William D. Ferriel - Profile Photo

        William Ferriel

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MN
        • MO
        • NC
        • NH
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        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
              William Ferriel
              5007 Horizons Dr.,Upper Arlington,OH,43220

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            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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            A leader in wealth management

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            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

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            UBS is a leading and truly global wealth manager