William Murphy

Experience

1. Managing Director - Wealth Management, Private Wealth Advisor

   UBS

   Mar 1991 — Present

   I co-founded the Cleveland Wealth Management Team in 2002 and we now serve 750 clients who have entrusted us with more the $3.4 billion in assets. We use a goals based planning approach to gain detailed understanding of our clients’ deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond traditional investments.Shortly after the team was formed, I successfully pursued the distinctive Private Wealth Advisor (PWA) designation, a credential unique to UBS. To be considered for the designation, nominee teams must have experience serving the ultra-high net worth market and then demonstrate a high level of mastery of the most sophisticated wealth management techniques. The rigors of obtaining the designation are such that out of nearly 6,700 advisors at UBS, less than 400 can hold themselves out at PWAs. In addition to being part of the Private Wealth Division, I obtained the coveted CIMA® designation.