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$3.9 trillion
In invested assets globally
As of 12/31/2022
The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.
Senior Vice President–Wealth Management
Will has spent his entire career focused on serving the needs of private and publicly held corporations and their executives. He currently leads the team's corporate effort with a narrow focus on educating participants and implementing their equity compensation plans. With over 20 years of experience assisting corporate clients with directed share programs, equity compensation administration, executive financial services and wealth management, he has a unique perspective on the inner workings of the corporate client.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Will has spent his entire career focused on serving the needs of private and publicly held corporations and their executives. He currently leads the team's corporate effort with a narrow focus on educating participants and implementing their equity compensation plans. With over 20 years of experience assisting corporate clients with directed share programs, equity compensation administration, executive financial services and wealth management, he has a unique perspective on the inner workings of the corporate client.
Personal & Community
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
