�۶��Ƶ Houston, TX office welcomes

�۶��Ƶ announced the hiring of financial advisor William “Bill” Frisco in Houston, TX.He joined the Central Market led by Regional Director Jon Ramey, Market Director Craig Vandegrift and Associate Market Executive Ann Page.

Bill Frisco joins us from Morgan Stanley where he spent 16 years dedicated to helping clients navigate retirement planning and long-term wealth management with clarity and care. He focuses on in guiding business owners, corporate executives, physicians, and individuals approaching or enjoying retirement through personalized financial strategies that align with their goals, risk tolerance, and legacy plans.

Bill obtained his Bachelor’s degree in Economics from Duke University and an MBA in Finance from Tulane University. He holds the Certified Financial Planner (CFP^®) certification and CPA (non-practicing).

Joining Bill is Client Associate Mayra Mendez.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. For designation disclosures visit /us/en/designation-disclosures.html

Fax number

First Name

Enter your first name

Last Name

Enter your last name

Please use personal email address.

Phone number

Enter your 10-digital phone number (no dashes or space)

�۶��Ƶ contact name(Optional)

CRD#(Optional)

Legal Notice

�۶��Ƶ Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by �۶��Ƶ Financial Services Inc. (“�۶��Ƶ”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by �۶��Ƶ Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how �۶��Ƶ processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here /global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

Confirm(Optional)

Confirm(Optional)
By clicking Submit, you consent to the processing of your Personal Data as outlined above.

Neither �۶��Ƶ Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

For designation disclosures visit /us/en/designation-disclosures.html

�۶��Ƶ

Skip Links

Contact us

�۶���Ƶ

�۶��Ƶ