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Joseph Williams

Joseph Williams

Vice President

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location of Joseph WilliamsGreater Boston

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  • Timeline

  • About me

    CFP®, Senior Vice President-Wealth Management, UBS Financial Services Inc.

  • Education

    • University of Pittsburgh - Joseph M. Katz Graduate School of Business

      1994 - 1995
      Master of Business Administration (M.B.A.)

    • Carnegie Mellon University

      1991 - 1993
      Bachelor’s Degree Business/Managerial Economics

  • Experience

    • Anchor Investments

      Jun 1993 - Oct 1999
      Vice President

    • Bear Stearns

      Oct 1999 - Nov 2001
      Financial Advisor

    • MERRILL LYNCH

      Nov 2001 - Nov 2008
      Assistant Vice President and Senior Financial Advisor

    • UBS Financial Services Inc.

      Nov 2008 - now
      Senior Vice President-Wealth Management

  • Licenses & Certifications

    • **Registered States** CA, DC, DE, FL, HI, IL, KY, MA, MD, MI, MO, NC, NH, NJ, NY, PA, RI, TX, VA, VT, WV, WY

      FINRA

  • Honors & Awards

    • Awarded to Joseph Williams
      Omicron Delta Epsilon Member - Honor Society of Economics
    • Awarded to Joseph Williams
      Philanthropist Distinction Association of Fund Raising Professionals