Bill James, founding partner of UBS's James, Hull & Ford Wealth Management, has been a financial advisor for over 27 years.  Prior to joining UBS, he advised clients and institutions as a financial advisor with Merrill Lynch, where he also assisted in the training, education and mentoring of new financial advisors entering the profession.  Before his career as a financial advisor, Bill was an analyst with the U.S. Department of the Treasury.

After joining UBS, Mr. James and his partner, Jason Hull, began assembling a highly respected team of professionals as part of their vision to effectively serve the complex needs of high net worth families, institutions, and government agencies.  Bill advises clients across North America and maintains offices in Marietta, Columbus, and New Albany, Ohio.

Bill enjoys working with clients.  Whether teaching a client's adult grandchild how to effectively use their first 401(k) plan or advising a U.S. Government agency on the completion of a complex equity transaction, Bill believes he is most effective by getting to know his clients and actively listening to their concerns and objectives.

Mr. James's dedication to clients has been recognized by both his firm and the financial press.  In 2018, he earned the Wealth Advisor designation at UBS. In 2018, 2019, and 2020, Bill was ranked one of the Best-In-State Wealth Advisors in Ohio by Forbes. Barron's has recognized him as one of the "Top 1,000 Advisors" in the nation, and he was named the top advisor in West Virginia in 2009, 2010, and 2011. Bill also advocates on behalf of clients and the financial services industry as a member of the Executive Board of UBS's Political Action Committee (PAC).

Bill grew up in rural Jackson, Ohio.  He is a graduate of Ohio University, where he was a Copeland Scholar in the College of Business.  Mr. James and his family are active in their community and church with numerous charitable involvements.  When he is not advising clients, Bill enjoys big game hunting, beekeeping, and reading.

Registered States:
AL, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Jason Hull, founding partner of UBS's James, Hull & Ford Wealth Management, has been a financial advisor for over 25 years. He began his career in 1995 with A.G. Edwards & Sons (which became Wells Fargo Advisors in 2008) and opened their Dublin location in 2002. He was then asked to manage the firm's Cincinnati Regional office in 2004. In 2009, he returned to Columbus to focus exclusively on client relationships. Jason joined UBS Financial Services Inc. in 2014. 

UBS focuses on the client by providing "Advice. Beyond investing." This approach fits with Jason's philosophy of "Putting the Client First." Wealth management begins with a plan, and the resources of UBS, along with the knowledge and experience of a Certified Financial Planner^TM, provide the foundation for a long term relationship. Jason believes that clear, mutually understood goals are essential to a good relationship and will begin by discussing your unique financial situation and objectives with you. The team will then analyze and develop a tailored financial plan, regularly monitoring outcomes and staying connected after the plan has been implemented. Life changes, as do markets, and Jason's approach is based on the belief that combined mutual oversight provides the best chance for success.

Jason earned a Bachelor of Arts degree in Business Administration with an emphasis in Finance and a minor in Economics from Baldwin-Wallace University.  He completed the ACFP education program at The Ohio State University.  Additionally, he has obtained the Certified Financial Planner^TM designation as well as the Chartered Financial Consultant® certification from the American College.  In 2018, he earned the Wealth Advisor designation at UBS.

Jason grew up in Fremont, Ohio and currently resides in Powell, Ohio with his three children. He in involved with several community organizations including Delaware County Foundation, Stratford Ecological Center, Worthington Estate Planning Council, and Pelotonia. He is involved with KidneyCan Coalition and American Corporate Partners on a national level. 

• CERTIFIED FINANCIAL PLANNER™ certificant
• Chartered Financial Consultant®
• FINRA Registrations 3, 7, 9, 10, 63 and 65
• Life, Health and Annuity Licensed
• Long Term Care Licensed

Registered States:
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Patrick Ford, partner of UBS's James, Hull & Ford Wealth Management, began his career as a Financial Advisor in 1987 with Merrill Lynch where he served as a Senior Vice President, Wealth Management Advisor. During his tenure, he mentored trainees in the firm’s Financial Advisor Development Program, helping individuals develop best practices to better ensure their future success. As a Portfolio Manager, Patrick frequently interacts with investment managers both within and outside his firm to develop and deliver customized strategies unique to each client. Additionally, he regularly speaks to students enrolled in Financial Literacy classes at area high schools.

Patrick is dedicated to providing his clients with the finest, individually tailored approaches to financial and goals-based wealth management. Patrick advises individuals, families, and businesses by helping to define their financial goals, establish objectives, set strategies, and implement investment recommendations. At the heart of his philosophy is a passion to build enduring client relationships by providing outstanding service and guidance. Patrick strongly believes open and trusted collaboration is a crucial element in achieving optimal outcomes for his clients in the planning process.

Mr. Ford graduated from The Ohio State University in 1985 with a Bachelor of Arts in Political Science and Journalism. He is a Certified Financial Planner practitioner; a designation awarded by the Certified Financial Planner Board of Standards, Inc. Patrick also holds a designation from the USC Davis School of Gerontology, whose mission is to promote "healthy aging for diverse individuals, communities and societies through leadership and innovation in research, education and practice." He also acted as a select member of Merrill Lynch's Technology Council, whose purpose is testing new client and advisor facing applications and providing ongoing feedback. 

Patrick currently lives in Granville, Ohio with his wife Danielle and is active in the Newark-Granville community. They are the proud parents of two sons: William, who is a graduate student majoring in Chemistry at Case Western Reserve University, and Peter, who attends Ohio University and is a member of the OU Marching Band and section leader for the tubas. 

Registered States:
AL, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Anastasia Duble joined UBS Financial Services in 2014 where she currently serves as a Financial Advisor. Anastasia holds her Series 7 and 66 Securities Licenses as well as her Insurance License. She earned her Bachelor of Arts in Political Science with a dual minor in Economics and African American Studies from Ohio University.

Taking time to truly understand her client's needs and objectives is critical to Anastasia. She believes in developing a customized plan in partnership with her clients to successfully achieve their financial objectives. Anastasia incorporates these values with each client to establish long term relationships that allow her to work with high net worth families throughout generations. She advises clients across North America and maintains offices in both Columbus and Marietta, Ohio. 

Anastasia is a lifelong equestrian enthusiast, competing in the hunter-jumper discipline. Additionally, Anastasia is an avid reader and a frequent downhill and cross-country skier. True to her Mediterranean heritage, she enjoys exploring the diverse ethnic cuisines and cultures of the world through international travel.

Registered States:
AL, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Terry L. Carter recently joined James, Hull & Ford Wealth Management in the role of Financial Advisor in our Upper Arlington location. Terry earned his Bachelor of Arts in Public Administration from Miami University. With over 16 years of industry experience, Terry brings his extensive background of insurance sales, a concrete understanding of planning for urban lifestyles, and expertise working with diverse clientele. His valuable work with both small and large business owners proves an invaluable asset to the team.

When faced with challenges, Terry is a problem solver. He entered the industry to help people find solutions in their financial lives. By offering creative strategies for problem solving, helping clients select products that work with their lives, and introducing financial solutions with longevity, Terry offers a comprehensive overview to clients.

In addition to his professional successes, Terry and his wife are the proud parents of two sons. They live in Dublin, where Terry is deeply involved in the athletic training of his children, such as coaching lacrosse for 8 years. His avid love of football has remained with him since his years as a student athlete at Miami University. You will also find him on the golf course, strengthening his competitive edge.

Registered States:
FL, OH, TX

Molly Montgomery brings more than 18 years of financial experience to James, Hull & Ford Wealth Management. She attended West Virginia University at Parkersburg where she studied Business Administration. She currently holds the series 7 and 66 Securities Licenses and her Insurance License, as well as her Chartered Retirement Planning Counselor^SM certification.

Outside of UBS, Molly enjoys camping, hiking, and traveling. She lives in Dublin with her two pets, Brutus and Magic.  Molly has one daughter, Devan, who graduated from West Virginia University in 2018.

Registered States:
DC, FL, OH, WV

Jessie Penza began her career in June of 2007 after graduating from The Ohio State University. While at Ohio State, she earned a Bachelor of Science in Human Ecology and was an All-American in the high jump.

Jessie is FINRA registered and holds her series 7 and 66 Securities Licenses as well as her Insurance License. She has also earned the Accredited Asset Management Specialist^SM designation and the Charted Retirement Planning Counselor^SM designation.

Jessie is married to her husband, Matt, and enjoys time with her sons, Shane and Brandt.

Registered States:
DC, OH, WV

Mary Ann Abbott spent the majority of her career in education, and she brings her English and Communications background to UBS. Her expertise includes collegiate-level teaching, professional training, marketing programming, and multiple mass media publications. Along with a Master of Arts in Technical and Professional Communications from East Carolina University and a graduate certificate in Multicultural Education, she continued her terminal education in Technical Rhetoric and Communications.

Mary Ann provides outreach coordination for the team. 

In addition to a personal passion for writing, Mary Ann spends her time antiquing, hiking, and listening to live music. She represents UBS in Marietta, Ohio.

Bailey Good serves as a Branch and Client Service Associate in our New Albany location. For two years, Bailey worked as the New Albany, Ohio Branch Associate and took on an additional client-facing role in 2020. Born and raised in Central Ohio, Bailey looks forward to sharing her insights about the city with our clients. In her spare time, you will find her with her fiance hiking, camping, and enjoying the great outdoors.