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Bill brings 20 years of financial services experience to help investors maximize their financial well-being. Bill's focus is on developing strategies for high net-worth individuals, their families and their businesses in an effort to help them meet their short and long-term financial goals.
Bill's approach to wealth management is consultative and objective. First, he takes the time to listen to and review client's financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
In 1994 Bill was certified in Pennsylvania to teach state required Continued Education classes to financial advisors regarding the use of investments and insurance for retirement cash flow management, estate planning services, income replacement, and wealth transfer. In his role as consultant, he advised financial advisors by helping them build business plans and execute them.
Bill is Series 65 registered and holds the FINRA Series 6,63 and 7. He is a Certified Divorce Financial Analyst®(CDFA®) and is a 1992 graduate of Hobart College in Geneva, NY where he received his Bachelor of Arts.
Bill currently resides in Paoli Pennsylvania where his passions include working in the yard, raising two boys, Anderson and Warner, and competing in an occasional triathalon.
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800.875.1760
