As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full-time specialists that work with him in these areas to serve their clients with distinction.
Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.
Will was the top finance graduate at Georgetown University’s McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown’s McDonough School of Business and remained an Adjunct Professor for 16 years.
Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS’s Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.
- Barron’s Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023
The Barron’s rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year.
Licenses and certificates: Will holds Series 7 and 66 securities licenses. Will holds the following designations: Certified Exit Planning Advisor® (CEPA®); Certified Investment Management Analyst® (CIMA®); CPWA®