Bill is a key asset at our firm. Given his background, he’s not new to the nuances and details of financial planning and wealth management. With over 20 years of experience in the field as well as in senior management, he brings the kind of expertise that helps clients plan, establish and build goals for their needs and life stages.
Prior to joining our firm, Bill was the director of financial planning at New England Financial Group in West Hartford, CT.
Earlier in his career, he was also the director of financial planning for ING Financial Advisors.Bill has his Series 7 designation and is licensed in CT, NY, RI, MA, MD and ME to offer life and health insurance solutions. Similarly, he is also a registered financial advisor in those same states.
Bill is also active in the community. He was the past president of Seniors Job Bank, a board member for the Enchanted Circle Theater and Children’s Law Center and an ambassador for the University of St. Joseph’s College in West Hartford, CT.