Bert Arrowood is a Managing Director of Wealth Management with UBS Financial Services Inc. He graduated from Bob
Jones University with a B.S. in Financial
Management. Bert completed his post-
graduate studies through the College for Financial Planning in
Denver, CO and became a Certified Financial PlannerTM professional.
His background is concentrated in the areas of investment
management, asset allocation, sustainable income and estate
preservation. He conducts educational seminars for high networth
families as well as for nonprofit agencies and associations
nationwide. Bert’s experience in working with high networth
families and nonprofit organizations has led to his participation
in statewide telecasts over the ETV network-which are archived
in libraries throughout South Carolina. He is a frequent speaker
on topics such as investment management and allocation, estate
and tax planning, planned giving strategies and methods for
achieving predictable income. Bert has been named by both
Barron’s and Forbes as a Best-In-State and Best In Nation Wealth
Advisor multiple times, and he is especially proud of the Team
being chosen as the Forbes Best-In-State Wealth Management
Team for 2023. The 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. Eligibility is based
on quantitative factors and is not necessarily related to the quality
of the investment advice.
Bert is a native of Macon, Georgia but has called Greenville home
for over 30 years. He has worked in the financial services industry
for more than 25 years. He currently serves as a board member for
numerous nonprofit organizations and foundations and is on the
Advisory Committee for the South Carolina Christian Foundation.
He enjoys giving back to the community by speaking annually to
high school and university business students about economics and
finance and leads the college student ministry at his local church.
He enjoys spending time with his wife and four children and they
especially enjoy their family time together at the lake.
Will Bragdon is a Senior Vice President of
Wealth Management with UBS. He is a
graduate of Covenant College with a B.A.
in Business Administration and Finance.
Will has over 20 years of experience in the industry servicing the
unique needs of endowments and foundations and high net
worth families. Will has diverse experience in commercial real
estate, investment analysis, family legacy planning, endowment
development, investment policy and spending policy structure, and
retirement planning. His work with a New York marketing firm,
focusing on cause-related marketing for multiple Fortune 100 and
500 clients, is a valuable resource for our institutional clients. Will
has been named by both Barron’s and Forbes as a Best-In-State and
Best In Nation Wealth Advisor multiple times, and he is especially
proud of the Team being chosen as the Forbes Best-In-State Wealth
Management Team for 2023. The 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. Eligibility is based on quantitative factors and is not necessarily
related to the quality of the investment advice.
Will is the former chairman of the board for the Roper Mountain
Science Center. He is active in the National Leadership Forum on
Faith and Values in Washington, D.C. Forbes has named him as one
of America’s Top Next Generation Wealth Advisors for multiple
Will continues to work with several state governors to conduct
student forums in the public arena and is active in the work of the
International Foundation and the President’s Prayer Breakfast. He
and his wife attend and serve at Downtown Presbyterian Church in
Greenville, and are now the proud parents of four young children.
Will enjoys golf, fly fishing, hunting and flying.