Insights grounded in experience

For more than 18 years, Bishara has been serving the wealth management needs of successful families and individuals. He believes his work is not just a business, but a lifetime mission of helping people meet and secure their lifetime financial goals. With a passion for comprehensive financial planning that helps address clients’ multifaceted needs, Bishara focuses on providing tax-minimization and asset protection solutions, along with socially responsible and faith-based investments.To support his clients every financial need, Bishara works in conjunction with a team of trusted experts, including estate planning attorneys, tax attorneys and CPAs as well as trust, banking and insurance professionals within the firm. He is a Senior Portfolio Manager in the UBS Portfolio Management Program and an International Wealth Management Advisor, an accreditation that enables him to work with clients living internationally. Prior to joining UBS in 2012, Bishara was a financial advisor at Morgan Stanley. Before entering the financial services field, he was a professor at Harvard University, where he also taught at the Kennedy School of Government.

Credentials that build confidence

• Certified Investment Management Analyst® (CIMA®) designation from TheWharton School of Business at the University of Pennsylvania
• Certified Wealth Strategist (CWS®)
• Series 7, 66 and 31 securities licenses
• M.A. and Ph.D., Harvard University
• B.A., Brigham Young University
• Author, “Wealth Management in Any Market: Timeless Strategies forBuilding Financial Security,” 2009

Outside of work

Bishara is committed to giving back to his community. He is a former board chairman of an international children’s charity, and has served on the board for several national organizations and as a past president of the Harvard Club of Phoenix. Bishara is a native of the “Old City” of Jerusalem and the son of refugees, immigrating to the United States in pursuit of his higher education. When not researching, writing, or taking care of his clients, Bishara’s greatest source of joy is spending time with his wife, Sibel, and five children.

Registered States:
AK, AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VI, WA, WI, WV

Insights grounded in experience

With nearly 10 years of experience in the financial services industry, As’ad is committed to making a difference in the financial lives of clients. He has a unique perspective on the importance of knowing clients and serving their needs, a perspective learned at an early age from his father, Bishara. As’ad’s consultative relationships run deep, with many clients thinking of the team as part of their extended family. He helps clients achieve the goals that matter the most to them, their family and the future they’re shaping.

As a Portfolio Manager in the UBS Portfolio Management Program, As’ad provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in financial planning and investment management, with in-depth knowledge in all aspects of insurance strategies. Prior to joining UBS in 2012, As’ad was a financial advisor at Morgan Stanley.

Credentials that build confidence

• Series 7, 66 and 31 securities licenses
• Life and health insurance licenses
• B.S., marketing, University of Arizona

Outside of work

Helping his community is an important part of As’ad’s life. He currently serves as Board Secretary for Joyride Society in Phoenix, a partner member of Social Venture Partners in Phoenix, and is actively involved with the Leukemia & Lymphoma Society’s Greater Arizona Man and Woman of the Year campaign. As’ad previously served on the Board of Directors for ResilientMe, a nonprofit organization. In his free time, he enjoys watching football, especially the Washington Football Team, and keeping active with his wife Natalie, German shepherd and Pomeranian.

Registered States:
AK, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VI, WA, WI, WV

Insights grounded in experience

Bill has spent his career serving as an advocate for business owners, institutions and healthcare professionals. He specializes in the complexities of qualified and nonqualified retirement plans, cash management, foundation and endowment management, and investment banking services. As an accredited institutional retirement advisor, Bill focuses on designing and implementing corporate retirement plans that improve the financial lives of employees and enhance an organization’s value.

With a deep understanding for the mechanics behind the development and management of corporate retirement plans, Bill works closely with his institutional clients to design a disciplined approach and then implement and monitor their plans. He takes great pride in helping retirement plan participants relieve some of their work-related stress, offering one-on-one financial coaching sessions on a regular basis. Prior to joining UBS in 2006, Bill served as a financial advisor at Merrill Lynch and as a manager for a nonprofit corporation.

Credentials that build confidence

• Chartered Retirement Plan SpecialistSM (CRPS®)
• Accredited Investment Fiduciary (AIF®)
• Series 7, 9/10 and 66
• Life and health insurance licenses
• M.B.A., global finance, Alaska Pacific University
• B.S., wildwife biology, Montana State University

Outside of work

In his free time, Bill enjoys the great outdoors, including hiking, biking and kayaking. He enriches his life with travel, where he explores new places and seeks adventures especially in Alaska and Montana. Bill is passionate about country western dancing, where he’s established a strong community of friends and developed a new skill he can use for life. He’s most proud of his two children and enjoys spending time with them and his extended family.

Registered States:
AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MI, MT, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

Registered States:
AK, AZ, CA, CT, IL, MI, OR, TX