Bill is the senior member of The Schoff Group at UBS, a team of ten professionals concentrating their efforts in the areas of private wealth management and corporate services. Prior to joining UBS, Bill spent 14 years at Smith Barney where he was a Managing Director- Wealth Management. Besides being honored with the Managing Director title, Bill is a member of the elite Chairman’s Council, a high honor for his knowledge of the business and for providing exceptional service to his clients. Bill holds a BS degree from Cortland State University and is a member of the National Association of Stock Plan Professionals. Bill and his wife, Susan, live in Victor, NY and are active in several community and philanthropic organizations.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Katie has been in the wealth management business for 22 years. Katie concentrates her efforts in the area of Corporate Employee Financial Services and manages all equity plan administration and implementation for the group. Katie also specializes in executive services and brings 19 years experience in section 16b transactions, rule 144, and 10b5-1 trading plans. Katie has a BA degree from Niagara University, and is a member of the National Association of Stock Plan Professionals.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

In his role as First Vice President of Wealth Management and Portfolio Manager, Steve is responsible for implementing and delivering comprehensive financial solutions that are tailored to high net worth clients. Steve takes a very disciplined approach to constructing portfolio's and is committed to having each portfolio reflect the needs of his client's. While away from the office, he enjoys running, golf, reading and spending time with his wife and their three children. Steve has a Bachelor of Science degree from Rochester Institute of Technology

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY

Barbara is a CFP® and has been in the financial services industry for 19 years.  The CFP® mark distinguishes financial planners who take the commitment to education, experience and ethics seriously. As a CFP® professional Barb can help you bring all your finances together using a comprehensive approach.  

Barbs designations allow her to understand each client's particular situation and planning needs. She takes the time to get to know her clients and focuses on their individual needs.

She is a Chartered Retirement Planning Counselor (CRPC®) and holds a BS from Clarkson University. Prior to joining UBS Barbara spent 11 years at Smith Barney.  She resides in Fairport, NY.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI

Bryan joined The Schoff Group in 2014.  He works with high net worth individuals, corporate executives and their families, helping them manage, organize and coordinate all aspects of their financial lives.  In almost all cases, this starts with creating a well thought out financial plan which becomes the foundation for making important financial decisions both now and in the future.

Bryan came to UBS from Merrill Lynch after spending 7 years living and working in New York, NY.  He lives in Pittsford, NY with his wife, daughter and two dogs.   Bryan holds a B.B.A. in Business Management from Saint Bonaventure University.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VT, WA, WY

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

Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WI

Nick has over 17 years experience in financial services industry and serves as the team's Operations Manager in addition to performing customer service for fully outsourced equity plans. Nick has obtained the Certified Equity Professionals, Level I designations and also is FINRA Series 3, 7, 63, 65 registered. Nick holds a B.S. from SUNY Geneseo.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV