Experience Makes all the difference
In selecting UBS, for equity plan administration, companies gain access to the resources of a leading global financial institution and one of the world´s largest wealth management firms. Through our Equity Plan Advisory group, companies can take full advantage of our technology innovations, best practices and skilled support teams to help retain their best employees. Moreover, with wealth management as our core competency, individual and corporate clients benefit from our deep financial experience, developed over more than a century.
William L. "Bill" Schoff
Kathleen "Katie" Titus
Barbara L. Fraser
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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888-661-2830
Alexander John Wilson
Corporate Stock Benefit Consultant
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
585-218-4583