A plan for today, tomorrow and generations to come

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.

Father and daughter

William Bass III, CIMA

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI

  • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

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

Education

  • Wesleyan University

Credentials

  • Senior Managed Accounts Consultant
150 Second Avenue North
Suite 1000
Saint Petersburg, FL 33701
  • (727) 892-2545

Email Me

William Bass III, CIMA is also part of:
Posey Bass Financial Group

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

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