William has over 35 years of experience working closely with institutional and high net worth clients. He began his career in institutional consulting with EF Hutton in 1980 and eventually transitioned his business to private wealth management with Merrill Lynch in 1995.

As an institutional consultant, William worked with many Fortune 500 companies to provide pension plan consulting and corporate cash management. While consulting these large organizations, many C-Suite executives asked William to manage their personal investments. He realized that CEOs, executives, and entrepreneurs and their families needed the same level of service, disciplined process and valuable perspective for their personal wealth management as his existing clients at the corporate level. He enjoyed providing thoughtful guidance to individuals and families, and with the help of his partner, Brent Folland, eventually transitioned his focus to private wealth management.

William and his team joined UBS in 2008 and continue to work with corporate executives, entrepreneurs, and affluent individuals and families in the Bay Area. He and his team have fostered long term relationships with their clients by taking the time to understand every unique situation, manage emotions, and coach clients to follow their financial plan.

William has been recognized for successful relationship management and has earned some of the most prestigious awards in wealth management: Merrill Lynch Circle of Excellence, Prudential Securities President's Council, and Wachovia Securities Premier Advisor Award. He also holds his Series 7 and 63 securities licenses.

Registered States:
AZ, CA, CO, FL, IL, MI, MT, NV, NY, OK, WA

Brent has over 22 years of experience providing personal wealth management to corporate executives, entrepreneurs and affluent individuals and families. He began his career at Merrill Lynch in 1994 and joined UBS in 2008.

Brent joined William Stonhaus' team in 1994 and was instrumental in transitioning the business from institutional consulting to private wealth management. Experience and research taught him that many investors ignore their financial goals and let emotions influence important financial decisions. He has found that creating long term financial plans and coaching clients through behavioral challenges is the greatest value he can provide as a Financial Advisor.

Brent enjoys meeting clients and their families, helping them set and achieve financial goals and providing ongoing education. He earned the Premier Advisor Award with Wachovia Securities and holds his Series 7 and 63 securities licenses.

Registered States:
AZ, CA, CO, FL, IL, MA, MI, MT, NV, NY, OR, TX, WA

Cathy has over 31 years of experience in the wealth management industry. She began her career working with institutional clients and eventually transitioned to private wealth clients. Cathy joined the Stonhaus Folland Wealth Management Group in 1995 and plays an essential role on the team. She focuses primarily on client service, operations and trade processing. Recognized by her managers for excellent service, she is often asked to train and coach others in her field.

Laura has over 13 years of experience in the financial services industry. She earned her B.S. degree in mathematics from Cal Poly San Luis Obisbo and joined the Stonhaus Folland Wealth Management Group in 2003. Laura focuses on performance reports, performance monitoring, and asset allocation analytics. She has experience with both institutional and high net worth clients and holds her Series 7 and 66 securities licenses.

Registered States:
CA, MI, NY, OK, OR, TX, WA

Meredith is the Branch Manager for our Fresno office. She works with advisors and clients with the primary purpose to create a greater awareness of the best products, services and resources available to them through UBS.

She has been with the firm since 2011 and started her career in our Home Office where she has spent time working in sales, strategy and our technology departments. Her extensive knowledge of our firm and the resources available makes her a key partner to our business.

Meredith has a B.S. in Business Administration and Sport Management from Ohio Dominican University in Columbus, OH. Current licenses include the series 7, 9, 10 and 66. She currently resides in Fresno and her interests outside of work include fitness, cooking and spending time with her new puppy Moe.

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

David is a Wealth Management Consultant for the West division. In this capacity, David is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:

• Estate and multi-generational planning
• Retirement income and cash flow analysis
• Business continuity and succession planning
• Retirement plans and employee benefits
• Risk and liability management planning
• Charitable giving strategies
• Executive compensation and benefit strategies

Professional history
Prior to joining UBS in 2006, David's 30 years in the financial services industry include tenures at Mellon Bank, Wachovia Securities and Merrill Lynch.

Education
David holds a B.A in Psychology from Duquesne University and a J.D. from Taft University School of Law.
He has also completed the Applied Behavioral Finance certificate program through the Investment Management Consultants Association (IMCA)

Designations Held

Certified Financial Planner (CFP®)

Certified Private Wealth Advisor (CPWA®)

Chartered Life Underwriter (CLU®)

Chartered Financial Consultant (ChFC®)

Chartered Advisor in Philanthropy (CAP®)

Chartered Retirement Planning Counselor (CRPC®)

Chartered Retirement Plans Specialist (CRPS®)

Certified Investment Management Analyst (CIMA®)

Certified Investment Management Consultant (CIMC®)