William Couch Email & Phone Number

As a member of the Couch Group at UBS, I have been helping our clients prepare for and navigate through significant life events and financial transitions for over 20 years. These life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be in financial transitions like receiving an inheritance, selling a business or large asset, exercising stock options or maybe just contemplating major investment portfolio changes.My approach is a simple one: I align my experienced team of Financial Advisors with powerful resources to help you plan for your most meaningful milestones and all you hope your future can be. How exactly do we work with you? We ask many questions. And listen carefully to your answers. Questions about your lifestyle today and the lifestyle you hope to live years from now. Where you would like your children to attend college, or the level of care and comfort you hope to offer your aging parents. We can also ask about the challenges you face in your financial life./*********/**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 Retirement Planning, Legacy Giving, and Wealth Management.