ReUNITED senior day

Wednesday, April 3, 2024 | 9 a.m. – 3 p.m.
Phillis Wheatley Community Center

Join us for United Way of Greenville County’s ReUNITED Senior Day on April 3, 2024 at the Phillis Wheatley Community Center. This unique event offers older adults an opportunity to learn about financial wellness, cyber security, estate planning, fraud awareness and more.

april 3, 2024 | 9 a.m. – 3 p.m.

Phillis Wheatley Community Center
40 John McCarroll Way, Greenville, SC 29607

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Senior Day Presenters

Bert R. Arrowood, CFP®

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.

William G. Bragdon

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 years running.

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.

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