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
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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.
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