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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
First 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
First 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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
