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.
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, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.