Experience Makes all the difference

I am a founding member of the Cleveland Wealth Management Team.   Recently, I have been recognized as a top advisor in Forbes 2018 Inaugural Best-in-State Wealth Advisors. This recognition serves to compliment my ability as a  Private Wealth Advisor,  a distinction attained by fewer  than 400 of UBS' nearly 7,000 advisors.  I focus on providing comprehensive wealth management solutions to a limited number of clients.  As part of the Cleveland Wealth Management Team, I help affluent clients address their greatest wealth management concerns include financial planning, trust and estate planning, asset management and tax minimization strategies.

As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. Bill is a member of UBS' Chairman's Council, recognizing him as one of the top advisors of UBS.  With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.

Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, business valuation enhancement, business transition, and tax mitigation, asset preservation, liability management, estate planning and philanthropy.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior View President - Wealth Management

Cleveland, OH

October 1992 - Present

Dean Witter Inc.

Financial Advisor

Cleveland, OH

June 1985 - October 1992

Accomplishments

  • ForbesSHOOK Best-in-State Wealth Advisor 2018, 2019, 2020

Education

  • Cleveland State University, B.S. Accounting
  • Certified Investment Managment Analyst
  • Certified Exit Planning Advisor

Licenses

  • Series 7, 31, 63, 65 Securities Licenses

Personal & Community

  • Saint Albert the Great Church, Finance Board Member
  • Southwest General Hospital, Finance and Corporate Board Member
  • Southwest General Hospital Foundation, Treasurer

Registered States:

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI