As a financial advisor, Bill is proud to assist clients with every aspect of their financial wellbeing, from helping maintain their assets to monitoring 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. He looks forward to utilizing the robust resources and client-first culture of Raymond James to continue providing his clients service rooted in integrity.
Born in Buffalo, New York, Bill resides in Westlake with his wife, MaryLou, their children, Eric, Nicole, Brett and Alex, and their blonde Labrador, Toby. In his free time, Bill enjoys home remodeling, repairing small engines, exploring new places in his Jeep and playing fantasy football. A sports fan, he has served as the past president of the Westlake Baseball League and has coached basketball, hockey and baseball.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.