Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
34 years
Location
Bellaire, MI
UBS Financial Services
Institution
William Bottrell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
Bellaire, MI
Bellaire MI
Advisors at this office
1
Michigan · Texas
34 years of industry experience
UBS Financial Services INC
2008 - Present • 18 years
Birmingham, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63
Bellaire, MI
Integra Financial, Inc.
Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.
Series 63, Series 66
Elk Rapids, MI
Wealth Personal
Jessica Socolovitch is a financial advisor with Wealth Personal, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked in various roles including as an independent insurance agent and at Bankers Life and its affiliates. Wealth Personal offers financial planning and investment management primarily to individual and high-net-worth clients, focusing on customized asset allocations supported by fundamental, technical, and cyclical investment analysis. The firm operates with a small staff and integrates insurance services alongside its advisory business.
Series 65
Elk Rapids, MI
Wealth Personal
Brian Cannon is a financial advisor at Wealth Personal with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Planning Consultants Of Northern Michigan, Inc. since 2015. Outside of finance, he owns and operates Advanced Dock Solutions, a dock installation and removal business in Central Lake, Michigan. Wealth Personal is a supported firm serving clients with personalized financial planning and investment advice.
CFP®, Series 65
Bellaire, MI
Integra Financial, Inc.
Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.
Series 66
Mancelona, MI
Financial Transparency
Jonathon Wells is a financial advisor at Financial Transparency with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Envision Financial Transparency, LLC and Consulting Services Support Corporation. He also provides consulting and development support for financial software through ProScore, LLC. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, and businesses, utilizing asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis across multiple investment programs.
Series 63, Series 65
East Jordan, MI
Fairway Investment Group, LLC
Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Paradigm Equities, Inc. and MEA Financial Services, Inc. since 2008. Outside of his advisory role, he operates a home-based builder business. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.
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