Lasting relationships. For all that matters

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 generations in front yard

William Farrell

First Vice President–Wealth Management

I have been an investment professional for over 3 decades and have helped my clients plan and manage their investments and financial liabilities. UBS and I have guided them through numerous financial and geopolitical crises.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • IN
  • KS
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NM
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • B.A., Princeton University

Credentials

  • Wealth Advisor
299 Park Avenue
New York, NY 10171
  • (212) 309-3212

Email Me

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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