Sarah Sullivan is a financial advisor at UBS Financial Services in Boston, MA, with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory work, she is involved in agricultural operations through Double S Ranch and Orchards, LLC, and Creekside Farm LLC, and serves as an officer for the Daniels Island Improvement Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor investment plans. The firm operates across a broad range of services including wealth management, institutional trading, and capital markets activities.

William Sullivan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and having 58 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he oversees agricultural operations through Double S Ranch and Orchards LLC and Creekside Farm in Arizona. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a range of capital markets services.