Lasting relationships

Understanding what matters most to you

Great Barrier Reef

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bill James Headshot

    William James

    Senior Vice President–Wealth Management

    Branch Manager

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NE
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY

    Bill James has been a financial advisor for 29 years and is a founding partner of UBS Financial Services’ James, Hull & Ford Wealth Management. Bill and his partners advise clients across North America and maintain offices in Denver, Colorado and Columbus, New Albany, and Marietta, Ohio. Bill has also worked as an analyst with the United States Department of the Treasury.

    Bill’s dedication to clients has been recognized by both his firm and the financial press.  In 2018, he earned the Wealth Advisor designation at UBS. From 2018 to 2021, Bill has been continuously ranked one of the Best-In-State Wealth Advisors in Ohio by Forbes. In 2010 and 2011, Barron's recognized him as the top advisor in West Virginia and one of the "Top 1,000 Advisors.” Bill also advocates on behalf of clients and the financial services industry as a trustee of UBS's Political Action Committee (PAC).  He is proud to serve clients and advisors as branch manager for the New Albany branch and Marietta offices.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        180 Market Street
        Suite 200
        New Albany, OH 43054
      • Amy Wilson 2022

        Amy Wilson

        Associate Director

        Admin Manager

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        • NC
        • NV
        • OH

        As the Administrative Manager for the Upper Arlington and New Albany offices, Amy is responsible for managing the administrative support staff, as well as partnering with the leadership team to educate employees on firm policies and procedures. Amy believes in creating and maintaining a collaborative and positive work environment.

        Amy has had a successful financial services career for many years. She held various positions in management, marketing, coaching and administrative services at Prudential Securities, Merrill Lynch and Wells Fargo Advisors prior to joining UBS.

        Amy holds FINRA Series 7, 9, 10, 63 and 66 licenses, as well as Health, Life, Accident and Variable Insurance licenses. She holds an ABA and attended The Ohio State University.

              5007 Horizons Dr.
              Suite 200
              Upper Arlington, OH 43220
            • Bailey Good - Profile Photo

              Bailey Parson

              Client Associate

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                Bailey Parson serves as the Branch Service Associate and Client Service Associate in our New Albany location. Born and raised in Central Ohio, Bailey looks forward to sharing her insights about the city with our clients. Bailey is a graduate of Big Walnut High School where she was enrolled in Honors studies. Prior to her position with UBS, Bailey completed programming in cosmetology.

                In her spare time, you will find her with her fiancé hiking, camping, and enjoying the great outdoors.

                      180 Market Street
                      Suite 200
                      New Albany, OH 43054

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                    Retirement planning

                    Retirement planning

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                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at

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                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

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                    UBS is a world-leading wealth manager