William Smith is a financial advisor with UBS Financial Services in Linville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, Smith serves as an advisor on the Permanent Endowment Team for Hayes Barton United Methodist Church, assisting with the review of the church's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

George Verdone Jr. is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 47 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a limited partner in a working farm that sells hay and manages a private LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.