Bill started his financial services career in 1992, first partnering with fellow managing partner Matt Wracher in 1993. He was co-owner of MWT Investment Group before merging with Jason DiLauro to form The Wealth Advisory Group of DiLauro Wracher & Thomas in January 2015. Bill acts as chief financial officer for the group.
Prior to his financial services career, Bill was in soft-lines retail management for five years in wholesaling and distribution of hard lines. He believes his diverse background and knowledge can be used to help his clients with crucial investment decisions. You’ve worked too hard saving for your family’s future to trust just anyone with your investments needs.
Bill helps families and small business owners with their broader financial picture, including insurance, tax, retirement, and estate planning, along with many other financial considerations. As an Accredited Asset Management Specialist SM, he can effectively identify, analyze and recommend a plan and appropriate investments to help you reach your goals, then help monitor your progress.
The Massillon, Ohio native earned a Bachelor of Science in Business Administration from the University of Dayton. In addition to his AAMS SM designation from the College for Financial Planning and the Plan Sponsor Retirement Professional designation, he maintains his Series 7, 31, 63 and 65 licenses.
Bill stays involved in the community as a member, past Board Member and Treasurer of Shady Hollow Country Club in Massillon. He enjoys golf, music and traveling with his wife, Joan, and has two grown daughters, Sarah and Hannah.
Raymond James is not affiliated with the above organizations and/or charitable causes.