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MEMBER PROFILE

 

Will Gourd

UBS

 

Member profile details

Membership level
Connecticut - Fairfield County
First name
Will
Last name
Gourd
Title
Managing Director
Company
UBS
 

CONTACT INFORMATION

City
stamford
State
Connecticut
 

PROFILE INFORMATION

Call me when
When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Employee benefits
  • Family business
  • Fiduciary
  • Investments
  • Lending
  • Philanthropy
  • Private equity
  • Retirement
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Software/Internet
Professional Certification(s)
FT 400 Top Wealth Advisor in the Country, Barron's top 1200 Wealth Advisor
In Business Since
KGT Wealth Advisors was founded in 1995
How to contact
will.gourd@ubs.com
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