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

Education

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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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