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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Capabilities to impact your life and wealth
Bill brings more than 45 years of experience with high net worth individuals and all their wealth management issues including investment planning, estate planning, and philanthropy.
Experience to guide you forward
Prior to UBS:
- IIT-Kent College of Law - Instructor in Estate Planning
- KPMG LLP - Tax Partner
- Bernstein Global Wealth Management, Principal-Senior Investment Advisor Group
My professional achievements and education
Knox College, B.A. History, Cum Laude
Cornell Law School, J.D.
Distinguished Service Award, AICPA Personal Financial Planning Division
Making a difference in my community
- AICPA Personal Financial Planning Executive Committee, Chair
- Houston Jewish Community Foundation, Chair
- Contemporary Arts Museum Houston, Chair
Outside the office
Bill and Brenda have lived in Houston for over 40 years. Together they have two daughters and 4 grandchildren. After spending time with the "Grands", Bill enjoys playing golf at Shadow Hawk Golf Club.
Recognized as an industry leader:
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
Credentials
Our team, Inwood Wealth Advisors, is focused on helping clients through financial transitions including career change, a business sale, divorce and in
Senior Vice President–Wealth Management
Financial Advisor
Capabilities to impact your life and wealth
Bill brings more than 45 years of experience with high net worth individuals and all their wealth management issues including investment planning, estate planning, and philanthropy.
Experience to guide you forward
Prior to UBS:
- IIT-Kent College of Law - Instructor in Estate Planning
- KPMG LLP - Tax Partner
- Bernstein Global Wealth Management, Principal-Senior Investment Advisor Group
My professional achievements and education
Knox College, B.A. History, Cum Laude
Cornell Law School, J.D.
Distinguished Service Award, AICPA Personal Financial Planning Division
Making a difference in my community
- AICPA Personal Financial Planning Executive Committee, Chair
- Houston Jewish Community Foundation, Chair
- Contemporary Arts Museum Houston, Chair
Outside the office
Bill and Brenda have lived in Houston for over 40 years. Together they have two daughters and 4 grandchildren. After spending time with the "Grands", Bill enjoys playing golf at Shadow Hawk Golf Club.
Recognized as an industry leader:
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
Credentials
Our team, Inwood Wealth Advisors, is focused on helping clients through financial transitions including career change, a business sale, divorce and in
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
