As a financial advisor, Bill is proud to assist clients as they work to increase their financial well-being, from helping maintain their assets to reviewing their investments. Bill pairs a consistent, reliable approach with his specialized knowledge in behavioral finance to help clients make the most of their lives and their wealth.

Prior to joining Raymond James in 2018, Bill worked as a financial advisor at Wells Fargo Advisors and its predecessors, beginning with A.G. Edwards in 1989. He continues to utilize the robust resources and client-first culture of Raymond James while providing his clients service rooted in integrity.

Born in Buffalo, New York, Bill resides in Westlake with his wife Marylou, their blond Labrador, Toby, and the newest edition, Bleu – a silver Lab with the most amazing blue eyes. Recent empty-nesters, they revel in keeping track of sons Eric in Cincinnati, Brett in Hong Kong (he speaks fluent Mandarin), Alex in Westlake, and daughter Nicole in San Diego. 

In his free time, Bill enjoys home remodeling, repairing small engines, fantasy football and exploring new places in his Jeep. A sports fan, he has served as the president of the Westlake Baseball League, and has coached basketball, hockey and baseball. Marylou and he maintain their 40’ x 40’ garden each summer, while enjoying a lively game of bocce ball on their own home court. Thoughts of the future bring a desire to buy a home in Italy and/or travel the US in an RV.