William E. Clegg IV CFP®, CIMA®
Bill is the Founding Partner and Private Wealth Advisor of Kyros Private Wealth. Prior to founding Kyros Private Wealth, Bill was a Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc. – running The Clegg Group.
Bill has been working closely with multiple generations of ultra-high net worth families since 1998. His years of experience in tenuous markets are enhanced by his integrity, work ethic and commitment to doing what is in the best interests of his clients each day. Bill prides himself on uncovering opportunities and solving challenges for his clients. He exhibits dedication and works tirelessly to put his knowledge along with the global resources and insights of Summit to work for clients, so that they can confidently pursue their life’s goals.
Bill was honored as a Best-In-State Wealth Advisor in Florida for 2020 – 2024 by SHOOK Research and Forbes*. Bill’s 25 years of experience are complemented by the combination of his designations as a Certified Financial Planner® and Certified Investment Management Analyst®. Throughout his career, Bill developed a passion for a deliberate planning process to ensure clients and their entire family are cared for. Bill’s advanced training, focus on client-centric planning, breadth and depth of experience enable him to deliver exceptional wealth management services to his clients.
Bill graduated from the University of Florida with a bachelor’s degree in finance and the Wharton School of Business Investment Consultant Program.
Bill and his wife, Heather, live in Bonita Springs with their son. In his free time, he enjoys spending time with his family, fishing, pickleball and golf. Bill and his family attend church in Bonita and actively support various local charities including New Horizons of Southwest Florida and Hope Hospice.
*Honors recieved while at The Clegg Group – UBS Financial Services.