Senior Vice President–Wealth Management
Financial Advisor
Will joined UBS in 2024. Prior to UBS he has worked in Financial services for 19 year, 8 of those years in London.
As Portfolio Manager, Will focuses on developing customized investment strategies and advice for individuals and their families. He combines these with tailored financial solutions to complete your holistic wealth strategy.
Senior Vice President–Wealth Management
Financial Advisor
Will joined UBS in 2024. Prior to UBS he has worked in Financial services for 19 year, 8 of those years in London.
As Portfolio Manager, Will focuses on developing customized investment strategies and advice for individuals and their families. He combines these with tailored financial solutions to complete your holistic wealth strategy.
Authorized Officer
Senior Wealth Strategy Associate
From Canada, growing up in Chapel Hill, North Carolina, I graduated from college in the fall of 2014 and immediately started playing professional soccer in the spring of 2015. During my 5 years career, I played in the US, Sweden and Australia.
In the fall of 2017, I craved additional growth and wanted to expand on my long term future and began working part-time as a controller for a construction company helping with all of their accounting and financial work while still playing soccer full time. I joined UBS in August of 2024 and have found a new passion beyond soccer working in Finance and enjoy serving our client's and their families.
Authorized Officer
Senior Wealth Strategy Associate
From Canada, growing up in Chapel Hill, North Carolina, I graduated from college in the fall of 2014 and immediately started playing professional soccer in the spring of 2015. During my 5 years career, I played in the US, Sweden and Australia.
In the fall of 2017, I craved additional growth and wanted to expand on my long term future and began working part-time as a controller for a construction company helping with all of their accounting and financial work while still playing soccer full time. I joined UBS in August of 2024 and have found a new passion beyond soccer working in Finance and enjoy serving our client's and their families.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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