Given today’s economy, good financial advice has never been more critical. That is why it is so important to partner with a dedicated Wealth Advisor who is committed to listening to you, understanding your concerns and seeking to ensure all aspects of your financial life are aligned. Bill strives to be your personal advocate, and provide you with advice that is tailored to your unique circumstances and all you would like your wealth to do for you.
Bill works with a limited number of high net worth clients in order to provide very customized wealth management services. He looks forward to helping you embrace your financial future with confidence. His approach is to partner with you and to help coordinate strategies with your estate attorneys, tax advisors and insurance representatives.
Bill has been in the securities industry for over 20 years, and prior to managing individual clients’ wealth management needs, he spent more than eight years working with some of the largest institutional money managers, insurance companies and banks in the country.