PROFESSIONAL PROFILE

As a Certified Financial Planner™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., the practice is focused on key concepts essential for developing an investment strategy. With over two decades of business experience, Bill is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Bill assists a select group of affluent clients in investment management, estate planning, and wealth preservation. Drawing on his experience and Merrill Lynch's global resources, Bill develops personalized, strategic solutions to address the complex needs of clients with substantial wealth. Together with specialists in different areas of expertise, Bill offers clients a comprehensive range of services including: stock option analysis and retirement strategies; hedging and monetization of concentrated equity positions; life insurance analysis and funding; plus a full complement of wealth preservation and transfer services.