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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Senior Vice President–Wealth Management
Bill is an arbitrator with FINRA and holds a Series 8 license for branch management. His clients range from affluent to ultra high net worth, with special emphasis on tax advantaged investing and estate succession issues. He serves on the board of directors of Health and Education Services (HES), one of the largest behavioral health organizations in Massachusetts. Bill takes most pride in his family. He lives in Boxford, MA, with his wife Nancy of over 30 years, and he has 3 daughters; Stacey, Lindsay and Michelle. Bill enjoys golf, tennis, skiing, boating and as a private pilot, flying.
Personal & Community
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
Senior Vice President–Wealth Management
Bill is an arbitrator with FINRA and holds a Series 8 license for branch management. His clients range from affluent to ultra high net worth, with special emphasis on tax advantaged investing and estate succession issues. He serves on the board of directors of Health and Education Services (HES), one of the largest behavioral health organizations in Massachusetts. Bill takes most pride in his family. He lives in Boxford, MA, with his wife Nancy of over 30 years, and he has 3 daughters; Stacey, Lindsay and Michelle. Bill enjoys golf, tennis, skiing, boating and as a private pilot, flying.
Personal & Community
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
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.
$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
