William Stanton, CFP®, CEPA®, is a Senior Vice President in Wealth Management at UBS, where they co-founded the Northern Tier Wealth Management team to provide customized financial advice to high-net-worth individuals. With nearly 30 years of experience, they previously spent 16 years at J.P. Morgan Private Bank and 12 years at Ernst & Young, playing a key role in building a financial counseling practice. Currently pursuing a Bachelor’s degree in Finance and Management Information Systems at the University at Albany, William also actively volunteers as the Treasurer on the Executive Board of the Massapequa Soccer Club.
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