William Newell

William Newell is a Financial Advisor and Vice President of Wealth Management at UBS, where they focus on providing tailored wealth management solutions for individuals and families. With over 25 years of experience in both public and private capital markets, Newell has held various leadership positions, including Head of Business Development at MassHavens and Director of Institutional Research Sales at Citizens JMP Securities, LLC, where they consistently excelled in revenue growth. They are a graduate of Harvard University and hold Series 7 and 66 licenses. In their current role, Newell emphasizes disciplined accumulation and thoughtful planning to help clients achieve their financial goals.