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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        • 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

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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