Let's move forward. Together.

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.

Oculus NYC

William Rector III

Senior Vice President–Wealth Management

Financial Advisor

I offer nearly 28 years of experience providing professional financial advice to individuals, families, and businesses. I have devoted my career to UBS Financial Services Inc., and with this background, I am able to create client relationships based on trust, communication and loyalty.

In addition to earning a B.A. degree in English from the University of North Carolina at Chapel Hill, I have achieved the UBS designations of Wealth Advisor and Portfolio Manager in the Portfolio Management Program. I also hold my Series 7, 63, and 65 securities licenses, as well as Virginia life insurance and variable annuity licenses.

A longtime resident of Richmond, Virginia, I, my wife, Jennifer, and my daughter, Isabelle, enjoy a variety of outdoor activities, including dog training, horseback riding and gardening.

Registered States:
  • CT
  • FL
  • GA
  • HI
  • LA
  • MA
  • MS
  • MT
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • B.A. degree in English , University of North Carolina at Chapel Hill

Credentials

  • Portfolio Manager
  • Wealth Advisor
951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219
  • (804) 775-1530

Email Me

The Year Ahead - Sustainable Investing

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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