Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bill is proud to exemplify a strong commitment to client-focused planning and service. To help clients meet their financial goals, he listens. He strives to deliver advice based on a broad understanding of client’s financial picture while consistently providing a superior level of service.
Bill offers tailored financial strategies and customized recommendations in a personalized manner. He leverages the immense resources of a global wealth management firm coupled with the specialists he works with. This allows him to continually maximize their intellectual capital to better serve client's ever changing needs. Bill's goal is to become an essential resource for each client and ultimately provide them with a lifetime of financial confidence.
As a CERTIFIED FINANCIAL PLANNER™ certificant, Bill employs a holistic approach to both asset and liability management. He uses Cannon Financial Institute’s "13 Wealth Management Issues" as a framework for planning. These are issues that face most high Net-worth individuals and families. By addressing them in a systematic, prioritized fashion, it helps to ensure that the plan makes sense now and in the future as a client’s needs may change.
He has an undergraduate degree from U Mass-Lowell. He holds the CERTIFIED FINANCIAL PLANNER™ certification(CFP®), which is awarded by the Certified Financial Planner Board of Standards, Inc. and taught in conjunction with Merrimack College. He holds the professional designation of Chartered Retirement Plans SpecialistSM.
Bill has been in the Financial Services Industry since 1990 and has served as an officer or board member for many local non-profit organizations including the Manchester Police Athletic League and the Queen City Kiwanis. He has also served as business line Champion and Community Review Teams leader for the Granite United Way.
He and his wife Genevieve, along with their 7 children live in Goffstown, NH.
University of Massachusetts System
University of Massachusetts-Lowell
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.