Bill leads a team of dedicated professionals whose mission is to provide unparalleled wealth management services to clients. He believes uncompromising integrity, exceptional service and a focus on his clients' aspirations are the cornerstones to delivering thoughtful solutions. Bill's personalized approach to wealth management encompasses all aspects of his clients' lives including business succession, tax efficient investments, philanthropic endeavors and structuring multi-generational strategies so families can create meaningful and lasting legacies.

Bill has been working closely with multiple generations of high net worth families since 1998. His years of experience in tenuous markets are enhanced with the combination of his designations as a Certified Financial Planner® and Certified Investment Management Analyst®. Bill is one of a select few UBS Financial Advisors who has earned the advanced designation of Private Wealth Advisor. Additionally, Bill has been named a 2020 Best-In-State Wealth Advisor for Florida by Forbes & Shook Research.

Bill graduated from the University of Florida with a bachelor's degree in finance and the Wharton School of Business Investment Consultant Program. Bill developed a passion for a deliberate planning process to ensure clients and their entire family are cared for. He earned his Certified Financial Planner designation in 2006 and Certified Investment Management Analyst credentials in 2011.  Additionally he holds his FINRA Series 7, 8, 9, 10, 31, 63, 65 and Florida Life, Health and Variable Contracts licenses.  His advanced training, focus on client centric planning, breadth and depth of experience enable him to deliver exceptional wealth management services to his clients.

Bill and his wife, Heather, live in Bonita Springs with their son. In his free time, he enjoys spending time with his family, fishing, pickleball and golf. Bill and his family attend church in Bonita and actively support various local charities including New Horizions of Southwest Florida and Hope Hospice.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI

With more than 8 years of experience in the financial services industry, Melissa utilizes her knowledge to effectively address client’s expectations and ensure they have what they need for their accounts quickly, and efficiently. Melissa's extraordinary organizational skills and attention to detail make her the ideal Wealth Management Associate for our team. Her commitment to exceptional service and consistent communications are key to building long term, multi-generational relationships. Melissa's dedication to the overall client experience is unparalleled.

Melissa graduated from the University of Central Florida with a Bachelor of Science in Business Administration majoring in Finance. She holds her FINRA Series 7 and 66 securities licenses. Melissa has been a resident of Southwest Florida most of her life and currently resides in Fort Myers with her husband, Kevin and their two dogs, Zoey and Riley. She enjoys going to the beach, being active, traveling and spending time with family and friends.

Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI

Young, driven, and determined, Ethan Fales is a graduate of Florida Gulf Coast University with a Bachelor of Science in Finance. Ethan has been an intern with Clegg Wealth Management for the past two years and has already taken steps to become well-versed in the financial planning space. As a Client Service Associate, his role on the team is primarily operational and research oriented.  Ethan's optimistic attitude, organizational skills, and exceptional work ethic provide him with the values needed to be successful in the world of personal finance. Additionally, he holds his FINRA Series 7 securities license.

In his free time, you can find Ethan fishing and training in mixed martial arts. He also enjoys traveling, weightlifting and spending time with his family and friends.

Registered States:
FL

A Senior Wealth Strategy Associate with Clegg Wealth Management, Heather began in the financial industry in 2005 at Fidelity Investments.  After transitioning to UBS in 2011, she has served the team by overseeing the business development strategies, event planning and community involvement while ensuring and raising the level of service our clients have come to expect.  

Heather is a native of Florida and graduated with a Master’s degree and a Bachelor of Science from Florida State University. She holds her FINRA Series 7 and 66 securities licenses.

Away from the office, Heather has deeply rooted ties to the community and has enjoyed serving on many boards and committees including Light the Night for The Leukemia & Lymphoma Society, Hunger & Homeless Coalition of Collier County and Friends of Hope Hospice. She is passionate about being a Mom which she considers the most important job she will ever be blessed with.  Heather enjoys yoga, reading and learning golf but her favorite activity is spending time with her family.

Registered States:
FL