William has more than 15 years of experience working with clients on investment management and strategic planning. His financial services experience began at Fifth Third in the Capital Markets Department. He moved to UBS as a Financial Advisor and then worked at JP Morgan as an Investment Specialist. In his role as an Investment Specialist he worked with a select team of specialists to provide customized investment solutions. William re-joined UBS as a First Vice President and Portfolio Manager in 2014. He earned his undergraduate degree from Miami University (Finance Major) and is both a CFA charterholder and Certified Financial Planner. William lives in Mariemont with his wife and two daughters.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI

John's clients benefit from his more than 25 years of experience in the financial services and accounting arenas. Starting as a CPA in 1985, John left Deloitte in 2003 to join JP Morgan as a Consultant on the Retirement Plan Services team serving Procter & Gamble and then moved to JP Morgan Wealth Management as an Advisor in 2006. In 2014, he joined UBS Financial Services as a First Vice President, bringing his considerable experience and expertise to serving clients' wealth management needs. He earned a BBA, Accounting from the University of Notre Dame, and MBA, Finance from The Ohio State University, and his JD, Law, from the University of Notre Dame. In his free time, John enjoys cooking and playing golf. He lives in Loveland with his wife and two children.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV

Registered States:
AZ, CA, FL, GA, IN, KS, KY, ME, MO, NJ, NY, OH, SC, TN, WI