William J Rose

William J Rose
Senior Vice President
Gottlieb Rose Wealth Management
UBS Financial Services

William began his career during a very unique time in the financial markets. Since 1999 he has helped clients manage their wealth in good markets and bad.

In 2018, William was recognized as one of the "Top Advisors State-by-State" by Forbes magazine.

William is a member of UBS's Chairman's Council, honoring him as one of the top advisors of the firm. His professional licenses include the Series 7 and 66, as well as licenses for life, accident and health insurance and variable annuities. His bachelor’s degree is in Psychology and Sociology from the University of Massachusetts at Amherst.

Outside the office, Will is very active in the community, having held various positions at New York Chapter of the Crohns and Colitis Foundation, including President, Vice President, and currently Treasurer. Will is also involved in the Bergen County chapter of UJA.

He spends his free time coaching his children's sports team and training at Crossfit.

He lives in Woodcliff Lake, New Jersey with his wife, Devyn, sons, Jagger and Bodie and dog Spencer.

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