William Surdovel is currently a Vice President in Wealth Management at UBS, a position held since 2009. Having started in the investment advisory and brokerage business in 1984, William has a wealth of experience, including a previous role as Vice President at Merrill Lynch from 1986 to 2009. With a Bachelor of Science degree in Finance from Seton Hall University, earned in 1982, William emphasizes asset allocation and retirement income planning in their client interactions. They are also recognized as a Certified Retirement Planning Counselor and hold several securities and insurance licenses. William is proud of their family, including a spouse and three children.
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