William Royer

Background

About William Royer

As a Managing Director, Wealth Advisor, and Senior Retirement Plan Consultant, I focus on developing in-depth financial plans and executing customized wealth management strategies for clients. With over two decades in the financial services industry, I am passionate about helping clients position themselves for a stronger financial future and firmly believe that establishing trust and building meaningful, lasting relationships with individuals is just as important. Over the course of my career, my partners and I have built a full-service wealth management team that takes clients through a comprehensive planning process that analyzes investment, retirement, insurance and estate needs. Recognized as an industry leader. I am a Montana native, earning my bachelor’s degree in finance from the University of Montana. An advocate for quality healthcare for our state, I currently serve as a board member and an investment committee member for two healthcare foundations. Outside of UBS, I am an avid golfer, love to travel and enjoy being involved within my are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**