UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With over 3 decades of experience, William Farrell, a First Vice President of Wealth Management, has guided clients through various financial and geopolitical crises. UBS is committed to understanding individual wealth goals and delivering finely crafted financial advice that addresses clients' specific needs.
Backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally, the firm provides a customized approach to financial planning and wealth management. UBS focuses on liquidity management and offers insights through their Chief Investment Office, ensuring clients are well-informed about market opportunities. With a history of resilience and a commitment to excellence, UBS and its dedicated team of professionals strive to help clients preserve and pass on their wealth.
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