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
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI

Education

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

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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

Insights