Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
Bill employs a holistic approach to both asset and liability management. There are various issues that face most high Net-worth individuals and families. By addressing them in a systematic, prioritized fashion, it helps to ensure that the wealth management 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™ (CFP®) certification, 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
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Supported by the global resources of Merrill, 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, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.