As a recognized leader in financial and retirement planning, Bill focuses on helping clients determine their retirement needs and designing investment portfolios that meet their risk profile. Armed with both experience and knowledge, he is a valuable resource to his clients in assisting them as they pursue their financial goals and objectives.
Bill has been a Registered Representative since 1983 and a branch manager for LPL Financial since 1993, where he is a member of the top-producing Chairman’s Club.
Over the years, Bill has been the president of nine civic and/or industry organizations, resulting in lifetime achievement awards for community service from Rider University, the New Jersey Children’s Home Society and the Rotary Club of Trenton.
Bill is a graduate of Rider University with a degree in risk management, and he served for six years in a Mechanized Infantryman Unit in the U.S. Army Reserves. An avid amateur photographer, Bill captures portraits from around the world while traveling with his wife, Nancy, a retired French teacher. They live in Yardley, Pennsylvania and have two children, Michael and Lauren, along with four grandchildren.
- CERTIFIED FINANCIAL PLANNER™
- Accredited Asset Management Specialist
- Chartered Retirement Plan Specialist
- Certified Fund Specialist
- Certified Employee Benefit Specialist
- Chartered Life Underwriter
- Accredited Investment Fiduciary®
- Retirement Income Certified Professional®