Bill Jones is a financial advisor who has dedicated over three decades to the financial services industry. Starting their career at Morgan Stanley Smith Barney in 1990, Bill served as Vice President of Investments and Senior Portfolio Manager before joining UBS in 2009. Currently, Bill holds the title of First Vice President in Wealth Management and Senior Portfolio Manager on the Family Wealth Management Team, where they manage private client relationships and oversee investment policy. Bill graduated with a B.S. in Finance from the University of Tennessee, Knoxville, and has contributed to the community by serving on the board of the First Tee of Greater Miami Valley and coaching at local schools. Bill lives in the Loveland area with their spouse AJ and four children.
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