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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
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
