William Newell

About William Newell

When we truly listen, we are using the peak of our emotional intelligence. Only then will we pick up others’ fears, joys, concerns, and other vital elements just as important as the words being spoken” time spent in both public and private capital markets over the last 25 years has instilled in me a deep appreciation of wealth creation and preservation and the value of disciplined planning. I joined The Riverside Group to leverage my experience and to help clients achieve their personal and financial goals, focusing on disciplined accumulation, thoughtful planning, and creating structure and organization for the families we serve. I am a graduate of Harvard College and hold the Series 7 and 66 licenses.**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 for the full 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 Vice President Wealth Management

   UBS

   Aug 2024 — Present · Boston, MA, US

   The Riverside Group at UBS works with individuals and families to provide optimal solutions to meet their specific wealth management needs. We strive to deliver wealth management and financial planning knowledge with an exemplary level of service.Our experienced team understands the intricacies of equity compensation—and the demands of a thriving career. We focus on executives, owners of closely held businesses and private company partners, managing their wealth so they can manage their business. Our approach integrates deferred, restricted and equity compensation into your financial plan to maximize the opportunities while adhering to the constraints.Beyond investments, we work closely with clients in support of critical activities such as estate planning strategies, tax planning strategies, and strategic philanthropy. We actively engage clients in family planning issues, such as assisting younger generations in preparation for the unique set of circumstances surrounding management and inheritance of substantial wealth.We pride ourselves on knowing our clients and their families on a deeper level to understand their goals and objectives and also their fears and the risks they look to manage most closely.

Education

• Harvard University

  Bachelor's degree

  1991 — 1995