Bill has dedicated his career to educating financial advisors, business owners and private investment individuals. He built his foundation while working with Alliance Bernstein. This experience lit a path to join Prudential where he spent well over a decade as an external wholesaler. Bill was in the trenches with advisors up and down the Northeast hosting speaking engagements and instructing individuals on a variety of investment topics.
He has a true passion for both learning and sharing his knowledge. He is a sought after speaker and investment strategist.
This industry is highly competitive and requires a degree of adaptation. Bill brings the same competitive vigor which made him a successful Division 1 football player to assisting his clients. He listens intently, builds a tailored plan and guides individuals to work toward their investment goals.
Currently residing in Bergen County, NJ. Bill, his wife and two daughters actively assist with public school efforts and local community endeavors.