$7 trn
UBS Group invested assets
As of 12/31/2025
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
William is a Vice President - Wealth Management who joined the Stuart, Florida office of UBS in 2012. Prior to joining UBS, he was a Regional Vice President with GAMCO Investors Inc. / Gabelli Funds where he served as relationship manager to individuals and institutions and marketed the firm's strategies to consultants, individuals, and financial advisors. William was also a partner with NMF Asset Management serving as co-Portfolio Manager for the firm's two fundamental equity strategies. William's focus is to implement and manage customized investment strategies for individuals and families. He resides in Stuart, Florida with his wife, Leigh Ann, and three children.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager