In The Community
Bill has dedicated his career to educating financial advisors, business owners and private investment individuals. He built his foundation while working with Alliance Bernstein. This experience lit a path to join Prudential where he spent well over a decade as an external wholesaler. Bill was in the trenches with advisors up and down the Northeast hosting speaking engagements and instructing individuals on a variety of investment topics.
He has a true passion for both learning and sharing his knowledge. He is a sought after speaker and investment strategist.
Bill is also a proud member of S.O.F.A , The Society for Financial Awareness, a non-profit public benefit corporation with commitment to provide financial education across America, one community at a time.
This industry is highly competitive and requires a degree of adaptation. Bill brings the same competitive vigor which made him a successful Division 1 football player to assisting his clients. He listens intently, builds a tailored plan and guides individuals to reach their investment goals.
Currently residing in Bergen County, NJ. Bill, his wife and two daughters actively assist with public school efforts and local community endeavors.
PHONE: 845.294.1313 Email firstname.lastname@example.org
When you go grow up in an area and you attend the schools and your clients are your neighbors, former teachers and colleagues you have a strong sense of dedication. This is OUR community. I’m very proud to have raised my children locally and feel a certain responsibility to give back.
During the Winter Celebration this year we proudly participated in the program below. It was a special event. Please take a look to learn more. Young Heroes of Warwick: Ambers’ Butterflies & her Beautiful Heart Creates Life Changing Charity / Posted on August 11, 2018 by Warwick Dispatch
Education. Appreciation. Fun!
I thoroughly enjoy providing special events for my clients. These fall in three separate categories: educational, entertaining and charitable. Please note, some events are Quest Advisory Public Events such as Shred Day and Teacher Appreciation and others are advisor-specific such as Renegades baseball, wine tasting, etc.
See below for upcoming events:
Personalized service with a clear action plan.
Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve.
This all begins with filling out the Client Profile. Please click below to get started.
Start client profile