Insight-based advice

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.

Architect at drawing table

Zach Williams

Financial Advisor

Drawing on a unique background that includes coaching high school basketball, working alongside attorneys while attending college, living overseas in Istanbul, Turkey, and working with high volume equity and options traders at Merrill Lynch, Zach's current role as a member of Comprehensive Financial Consultants at UBS is to help our clients thrive in everything they do. Zach is FINRA licensed with his Series 7 and 66, and holds state licenses for Life, Health, and Variable Annuity contracts. When he's not providing white glove service to our clients, he enjoys coaching basketball at Providence School, supporting his alma mater University of Florida, and volunteering at his church in Nocatee. Zach lives in Jacksonville with Christine, his high school sweetheart and wife of 7 years.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VI


  • Bachelor of Science in Business Administration, University of Florida
One Independent Drive
Independent Square Suite 1700
Suite 1700
Jacksonville, FL 32202
  • (904) 358-4145

Email Me

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

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.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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