$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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