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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Market Director
Bill joined UBS by way of its acquisition of PaineWebber in 1996 after 4 years at Olde Discount Stockbrokers. Throughout his career, he has emphasized a comprehensive financial planning approach with high net worth families, including business owners and corporate executives.
Bill earned his bachelor's degree in corporate finance from Wayne State University in 1992. While there, he earned is varsity letter as a starting pitcher for the baseball team. He remains involved with both the university's business school, where he serves as a mentor, and the baseball program, where he founded an alumni group called the Wayne State Dugout Club.
Bill and his wife, Kim, have a son and daughter and reside in Grosse Pointe. Outside the office, he has enjoyed coaching his children's sports teams and volunteering his time with neighborhood youth organizations. Bill is an active member of the Detroit Athletic Club, where he participates in the bowling, basketball and golf programs
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
Senior Vice President–Wealth Management
Market Director
Bill joined UBS by way of its acquisition of PaineWebber in 1996 after 4 years at Olde Discount Stockbrokers. Throughout his career, he has emphasized a comprehensive financial planning approach with high net worth families, including business owners and corporate executives.
Bill earned his bachelor's degree in corporate finance from Wayne State University in 1992. While there, he earned is varsity letter as a starting pitcher for the baseball team. He remains involved with both the university's business school, where he serves as a mentor, and the baseball program, where he founded an alumni group called the Wayne State Dugout Club.
Bill and his wife, Kim, have a son and daughter and reside in Grosse Pointe. Outside the office, he has enjoyed coaching his children's sports teams and volunteering his time with neighborhood youth organizations. Bill is an active member of the Detroit Athletic Club, where he participates in the bowling, basketball and golf programs
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
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
