Wil is a Senior Vice President with UBS Private Wealth Management in Atlanta and part of the UBS Global Family Office Group. As a principal of a 5 person team, Wil serves as a senior advisor to wealthy families, family office groups and foundations/endowments. He covers some of the most significant Family Office clients of the firm in the Southeast and specializes in Business Development, Portfolio Manager Selection and Lending. Prior to joining UBS, he was a Vice President at Credit Suisse Private Bank in Atlanta.
He and his wife Elizabeth have three children; Wilson (13), Ella (12), and Carter (4) and reside in Atlanta, GA. A native of Charlotte, Wil received his BA in Economics from Hampden-Sydney College and MBA from the University of North Carolina. Wil is an avid golfer and has been active in several civic organizations, including Woodberry Forest School and Buckhead Baseball.
Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MS, MT, NC, NJ, NM, NV, NY, PA, SC, TN, TX, VA, VT, WI