Andrew Gustafson-UBS Financial Services Inc

William Hunter Wolbach, CFP, is a Senior Vice President of Wealth Management and Portfolio Manager at UBS Financial Services in Kansas City, MO. With a focus on comprehensive financial planning, Wolbach and his team provide tailored strategies to help clients navigate significant life changes and achieve their long-term financial goals. Specializing in advanced financial planning for successful families, Wolbach leverages his extensive experience and industry recognition to offer concierge-level service. His unique perspective on legacy investments is informed by his involvement with various prestigious boards and foundations, ensuring that clients receive informed and impactful financial advice. Generated from the website

James Bernard Lipari, CFP, CLU is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Kansas City, MO. With over 30 years of experience in the financial services industry, James specializes in helping clients address their current financial needs and create a roadmap for their future goals, including legacy planning for future generations. As a Portfolio Manager in the UBS Portfolio Management Program, James manages customized investment strategies and provides traditional advice and guidance to his clients. He is also a CERTIFIED FINANCIAL PLANNER and holds the Chartered Life Underwriter designation. James is actively involved in his community through various organizations, including the Eastland Community Foundation and the Gamma Chi Chapter of Kappa Sigma's Gift Fund. He currently sits on the board of Big Brothers Big Sisters of Greater Kansas City and is a member of the Kansas City Estate Planning Society. James earned his bachelor's degree from Kansas State University and resides in Lee's Summit, Missouri with his wife and two sons.Generated from the website

Steven Hughes, CFP, CIMA is a Senior Vice President Investments at UBS Financial Services Inc. in Kansas City, MO. With a focus on insight-based advice, Steven and his team listen to their clients' priorities and concerns to help them confidently pursue their life goals. Recognized for his expertise, Steven has been awarded prestigious titles such as Barron's Top 1,200 Financial Advisors and Forbes Best-in-State Wealth Advisors. UBS Financial Services Inc., in partnership with Credit Suisse, offers a wide range of financial services to help clients navigate through various market opportunities and challenges. With over 160 years of experience, UBS has proven to be a resilient and trusted global bank. Their team of professionals, including Steven Hughes, CFP, CIMA, is dedicated to providing personalized advice and guidance to help clients achieve their financial objectives.Generated from the website