William Greco

Top Wealth + Best-in-State + Barron's 100 · rank 3 · Hartford, Connecticut · listed firm: UBS Wealth Management

Identity & firm

• Firm — UBS Financial Services Inc. (high)
  • “William Greco is a Managing Director-Wealth Management at UBS Financial Services Inc and leader of The Greco Wealth Management Group, a team of seven Financial Advisors who together manage over $6 billion in assets as of” — firm_official
• Parent company — UBS Group AG (high)
  • “You benefit from the resources of one of the world’s largest wealth management firms” — firm_official
• Firm type — wirehouse (high)
  • “WILLIAM JAMES GRECO - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
• Team name — Greco Wealth Management Group (high)
  • “Formed in 1992 by Managing Director William J. Greco, The Greco Wealth Management Group has grown to eight investment advisors supported by a team of committed client service associates.” — firm_official
• Team size — 8 (medium)
  • “Formed in 1992 by Managing Director William J. Greco, The Greco Wealth Management Group has grown to eight investment advisors supported by a team of committed client service associates.” — firm_official
• CRD — 1427052 (high)
  • “WILLIAM JAMES GRECO - Broker at UBS FINANCIAL ...” — sec_finra_regulatory
• Years experience — 38 (medium)
  • “William has over 30 years at the firm and was one of the early pioneers in developing cashless exercise programs for corporations.” — firm_official
• Designations — gap: not_found_after_search

Book of business

• Team AUM ($M) — 6600 (high)
  • “"Team Assets (Custodied)":"$6.6B"” — forbes_shook
  • “a team of seven Financial Advisors who together manage over $6 billion in assets as of 10.23.2025” — firm_official
• Account minimum ($M) — 5 (high)
  • “"Minimum account size for new business":"$5M"” — forbes_shook
• Typical client net worth ($M) — 25 (high)
  • “"typical_net_worth_mil":25” — professional_press
  • “"Typical Net Worth of Relationships":"$7-30M"” — forbes_shook
• Client niche — public-company corporate executives with equity compensation (high)
  • “The Greco Wealth Management Group provides personalized wealth management and financial planning services to executives of public corporations and their families.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “WILLIAM JAMES GRECO - Broker at UBS FINANCIAL ...” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisors.ubs.com/grecogroup/ (high)
  • “Greco Wealth Management Group - Hartford, CT | UBS” — firm_official
• Value proposition (verbatim) — We view each client’s entire financial picture as a puzzle, and the way we put all the pieces together is problem-solving at its best. We use all the resources of our team to deliver comprehensive solutions. (high)
  • “We view each client’s entire financial picture as a puzzle, and the way we put all the pieces together is problem-solving at its best. We use all the resources of our team to deliver comprehensive solutions. - Bill Greco” — firm_official
• Differentiators — Coordinating all areas of your financial life is a full-time job—it doesn't have to become yours, Equity compensation is complex, we can help you understand it, Comprehensive equity-compensation strategies they helped pioneer at UBS, Multi-generational team providing continuity across client generations, One-on-one dedicated advisor plus access to the whole team's intellectual capital (high)
  • “Five reasons we should have a conversation today Coordinating all areas of your financial life is a full-time job—it doesn't have to become yours Equity compensation is complex, we can help you understand it You benefit ” — firm_official
  • “In addition, we work closely with corporations to manage their equity-based compensation plans using comprehensive strategies we helped pioneer at UBS.” — firm_official
• Content marketing — occasional (low)
  • “Knowledge you can use” — firm_official
• Has podcast — no (medium)
  • “Greco Wealth Management Group Home (current) Meet the team Contact Knowledge you can use” — firm_official
• Books published — 0 (low)
  • “Bill earned his B.S. from Babson College in 1985, majoring in Finance, Investments and Quantitative methods. He is married and has three children. He is also a private pilot.” — firm_official
• Linkedin url — https://www.linkedin.com/in/williamgreco (medium)
  • “William Greco - UBS Financial Services ...” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “src="mediahandler/media/linkedin_svg/linkedIn.svg"” — firm_official
• Press awards — Barron's Top 100 Financial Advisors, 2008–2026, Barron's Hall of Fame, 2019, Barron's Top 250 Private Wealth Management Teams, 2024, 2025, 2026, Barron's Top 50 Private Wealth Management Teams, 2019, Barron's Top 1,200 Financial Advisors, 2014–2024 (high)
  • “Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026” — firm_official
  • “Barron's Hall of Fame, 2019 The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
• Logo url — https://advisors.ubs.com/grecogroup/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
  • “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
• Visual brand notes — Standard UBS corporate template: white ground, UBS red accents and red line icons, clean sans-serif type, wide corporate hero photograph, uniform square advisor headshots. (high)
  • “src="mediahandler/media/453444/Money-red.svg"” — firm_official

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