Wilfred "Bill" Keyser, CFP®, is a Senior Vice President at UBS Financial Services Inc., where they have worked since 2002, serving as a Senior Portfolio Manager and helping clients—including executives, business owners, and professionals—make informed financial decisions. Prior to UBS, they held the position of Assistant Vice President at Merrill Lynch from 1995 to 2002. With over 25 years of experience, Bill employs a consultative approach to identify gaps in clients' wealth management plans, tailoring solutions to meet their unique values and goals.
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