Bill was raised in the Hudson Valley region of New York. He attended Syracuse University and earned a bachelor’s degree in Economics. He relocated to Wilmington in 1989 where he began a very successful career in corporate banking internal finance. His 17 year career included roles as a Risk Analyst and Manager as well as a Business Analyst and Financial Controller.
In 2006, he left the world of corporate finance and began his new career as a Financial Advisor. He quickly adapted to his new role, by applying his customized experience as a risk and budget analyst. He began gaining clients by educating them on the importance of understanding the inherent risks of investing and managing those risks through asset allocation, diversification, and the selection of suitable investments and insurance products held in a customized holistic strategy.
He believes that it is essential to fully understand a client’s needs and objectives before making any recommendations. Through a collaborative approach, working face to face with clients, he helps them define their financial goals and objectives, and designs and implements personalized investment and insurance strategies to work towards them.
Bill resides in Wilmington with his wife Mary and son Sam.