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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Financial Advisor
Bill has more than 30 years of financial services experience. He focuses on long-term financial issues that clients face including investments, estate planning, insurance, and asset allocation. He works with all types of individual investors as well as small business owners. Bill believes it is imperative to outline ones' goals and objectives, implement a plan to pursue these goals, and, more importantly, to periodically review the progress related to these goals and make adjustments as needed. Bill is a CERTIFIED FINANCIAL PLANNER™ with an MBA in Finance from Rutgers University.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Bill has more than 30 years of financial services experience. He focuses on long-term financial issues that clients face including investments, estate planning, insurance, and asset allocation. He works with all types of individual investors as well as small business owners. Bill believes it is imperative to outline ones' goals and objectives, implement a plan to pursue these goals, and, more importantly, to periodically review the progress related to these goals and make adjustments as needed. Bill is a CERTIFIED FINANCIAL PLANNER™ with an MBA in Finance from Rutgers University.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
