William Kurtz

About William Kurtz

With more than 34 years of banking and investment experience, I am dedicated to helping individuals develop financial and investment strategies that align with their needs, goals, and risk tolerance. Utilizing the vast resources of UBS Financial Services, Inc, I strive to help each one of my clients plan for a financial future that best meets their goals. My mission is to help my clients feel confident about one of the most stressful parts of life.their financial future.A native of Greeley, Colorado, I have been actively involved in my community for many years. I have been a volunteer on many local non-profit boards including The Success Foundation, United Way of Weld County, Longs Peak Council of the Boy Scouts of America, the UNC Arts Advisory Board and the UNC Monfort College of Business Dean\'s Advisory 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 for the full disclosure.**

Experience

1. Financial Advisor

   UBS

   Jul 2012 — Present

Education

• University of Colorado at Boulder

  Bachelor of Science (B.S.)

  1982 — 1986