William Kendall, Cfp®
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William Kendall, Cfp® Email & Phone Number

First Vice President - Wealth Management at UBS Financial Services Inc. at UBS
Location: Stockton, California, United States 6 work roles 1 school
1 work email found @ubs.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@ubs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS
Role
First Vice President - Wealth Management at UBS Financial Services Inc.
Location
Stockton, California, United States
Company size

Who is William Kendall, Cfp®? Overview

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Quick answer

William Kendall, Cfp® is listed as First Vice President - Wealth Management at UBS Financial Services Inc. at UBS, a company with 81377 employees, based in Stockton, California, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for William Kendall, Cfp®.

William Kendall, Cfp® previously worked as First Vice President - Wealth Management at Ubs and Vice President - Investment Officer at Wells Fargo Advisors. William Kendall, Cfp® holds Bachelor Of Arts (Ba), Political Economics from University Of California, Berkeley.

Company email context

Email format at UBS

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*@ubs.com
71% confidence

AeroLeads found 1 current-domain work email signal for William Kendall, Cfp®. Compare company email patterns before reaching out.

Profile bio

About William Kendall, Cfp®

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a Financial Advisor with UBS Financial Services Inc., I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. **Registered States**AZ,CA,DC,HI,NH,NV,OH,OR,VA,WA/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Investments, Finance, Customer Service, Retirement Planning, and 3 others.

Current workplace

William Kendall, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

UBS
Ubs
First Vice President - Wealth Management at UBS Financial Services Inc.
zurich, zurich, switzerland
Website
Employees
81377
AeroLeads page
6 roles · 43 years

William Kendall, Cfp® work experience

A career timeline built from the work history available for this profile.

First Vice President - Wealth Management

Current
Ubs

Stockton, California Area

Nov 2015 - Present

Vice-President, Investments

Mar 1989 - Nov 2015

Vice President - Investment Officer

Wachovia Securities, Llc

Stockton, California Area

2007 - 2009 ~2 yrs

Financial Advisor

Dean Witter Reynolds

Stockton, California Area

1983 - 1989 ~6 yrs
Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

1 education record

William Kendall, Cfp® education

FAQ

Frequently asked questions about William Kendall, Cfp®

Quick answers generated from the profile data available on this page.

What company does William Kendall, Cfp® work for?

William Kendall, Cfp® works for UBS.

What is William Kendall, Cfp®'s role at UBS?

William Kendall, Cfp® is listed as First Vice President - Wealth Management at UBS Financial Services Inc. at UBS.

What is William Kendall, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for William Kendall, Cfp® at UBS.

Where is William Kendall, Cfp® based?

William Kendall, Cfp® is based in Stockton, California, United States while working with UBS.

What companies has William Kendall, Cfp® worked for?

William Kendall, Cfp® has worked for Ubs, Wells Fargo Advisors, Wells Fargo, Wachovia Securities, Llc, and A.G. Edwards & Sons, Inc..

Who are William Kendall, Cfp®'s colleagues at UBS?

William Kendall, Cfp®'s colleagues at UBS include Chris Algee, Yilmaz Aydogdu, Manas Jha, Carmen Luck, and Dritan Mazreku.

How can I contact William Kendall, Cfp®?

You can use AeroLeads to view verified contact signals for William Kendall, Cfp® at UBS, including work email, phone, and LinkedIn data when available.

What schools did William Kendall, Cfp® attend?

William Kendall, Cfp® holds Bachelor Of Arts (Ba), Political Economics from University Of California, Berkeley.

What skills is William Kendall, Cfp® known for?

William Kendall, Cfp® is listed with skills including Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, and Financial Services.

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