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William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston

William Jarry

UBS

Newton, Massachusetts
About
Company name
UBS
Business title
Senior Vice President
Contact
How to contact
Call cell at 781-446-8940 or email at william.jarry@ubs.com
Professional Profile

Call Me When

financial planning and wealth management needs arise.

Professions

Wealth Manager

Functional Expertise

Cash management
Change Management
Charitable giving
Estate planning
Fiduciary
Finance
Financial Modelling
Risk management
SEC
Strategic planning
Tax
Transaction advisory
Trusts
Exit/Transition Planning

Professional Certification

MBA, CFP, CEPA, CDFA

Transition Planning Certification or Methodology

CEPA - EPI

Client Industries

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information

Membership

Greater Boston Individual

Member since

Member for 15 years
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