Will believes that good advice comes from a commitment to life-long learning. To that end, Will engages clients in an ongoing discovery process that identifies goals, incorporates values, and solves for specific needs. Will embraces a model of integrated wealth management, navigating the complexities of personal finance—including investments, estate planning, taxes, cash flow generation, insurance, and more—to create comprehensive financial advisory solutions. He has established himself as a specialist in concentrated equity management, business succession planning in a wealth management context, and multi-generational counseling.
Will joined UBS in 2007 after his research publication assessing the economic and ethical aspects of U.S. healthcare delivery.
Will graduated from the University of California – San Diego, where he received his Bachelor of Arts in Philosophy and a minor in Biology. He then went on to graduate from The London School of Economics, where he received his Master of Science in Philosophy and Public Policy.
Registered States:
AZ, CA, CO, CT, DC, FL, GA, MA, MI, MN, MT, NC, NE, NH, NJ, NV, NY, OR, SD, TN, TX, UT, WA, WI, WY