Bill is an Investment Advisor in our Needham, MA, office and has over 35 years of industry experience. He is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning. He assists clients in establishing goals and objectives, working towards developing an overall strategy, while formulating and implementing tailored solutions. In addition he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, risk tolerance, taxes, and time horizon.
Before joining FLP, Bill most recently served as a senior vice president at Bank of America Private Bank and its predecessor Fleet Investment Advisors for 27 years. Previously, he was a sales manager at Boston Safe Deposit and Trust and an account officer at US Trust.
Bill is an NCAA football official and a long time coach of Parkway Youth Hockey and Parkway Youth Soccer. He is also a Best Buddies volunteer and enjoys playing hockey and golf.