Bill Carroll is a Managing Director and the Central Division Director for Wealth Management USA. He is responsible for all of the branch offices in the central portion of the United States, which includes 11 markets, with over 1,500 Financial Advisors.
Additionally, Bill leads our Emerging Affluent Wealth Advice Center, located in Weehawken, New Jersey with 125 Financial Advisors.
It's with great pride that Bill also leads Wealth Management USA's Aspire program, part of a firm-wide effort focused on creating the industry's best culture for employees, clients and shareholders.
Bill is a member of the Wealth Management USA Management and Operating Committees as well as of the UBS Political Action Committee Board. Bill has been with UBS since 2003.
Helping advisors take their business to the next level
Bill brings more than 31 years of industry experience to this role, having spent a combined 25 years as a Financial Advisor, Branch Manager and Regional Director. After moving to the Home Office in 2010, Bill served as the National Sales Manager for Wealth Management USA and then led the Advice & Solutions business for over two years. As Head of Advice & Solutions, he was instrumental in creating the House View Portfolio.
Since 2014, Bill has been a Senior Field leader in WM USA's Client Advisory Group.
Prior to joining UBS, Bill spent nine years at Smith Barney, first as a Financial Advisor and then in a variety of field management positions, including Branch Office Manager, and Regional Sales Manager. He began his financial services career in 1984 as a Financial Advisor with Merrill Lynch.
Bill and his wife Pat have been married for 31 years, and reside in Wayne, New Jersey. They have two adult children, a daughter Kelly and a son Ryan.