Position: Vice President, Private CFO®
Hometown: Northampton, MA
States Licensed: MA, FL, NH, RI, MT, CO
Vice President, Private CFO®
Bill grew up in Northampton, MA, and now lives in Boston. Bill enjoys getting outdoors and staying active with sports, skiing, hockey, biking and traveling. Bill has a passion for helping others and investing.
Are you an early bird or a night owl?
What would the title of your autobiography be?
Keeping the wind in the sails
If you could only listen to one song for the rest of your life, what would it be?
That's tough, probably something from Mozart or Beethoven
If you could have the power of teleportation right now, where would you go?
Visit my sister and nieces in Montana
What is the last TV show you binge-watched?
Motto or personal mantra?
I am Happy I am Healthy I am Wealthy
What inspires or motivates you to do your job, as it relates to the customer experience?
Working with clients on a personal level, truly understanding their needs, wants, wishes and devising a customized plan to help them get where they need to be.
Cash Is King
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Thanksgiving Dinner: Don’t Let Inflation Ruin Your Budget
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A Secret Way to A Solid Return on Your Investment
7 Factors to Consider Before Choosing your Money Transfer Service
How An Umbrella Insurance Policy Works and What It Covers
Do I Qualify for the Student Loan Forgiveness?
Subscription Unbundled Hell
The Many Ways Interest Rate Hikes Affect You
Is Outsourcing Bookkeeping and Accounting Services a Good Idea?
A Bit of Good News About 2023 Medicare Costs
Poker and Tax – What You Need To Know
Here’s Why Pumpkin Spice Lattes Are So Popular, It's Very Simple Economics
5 Must-Know Tips for Building a High-Growth Startup
Background and qualification information is available at FINRA's BrokerCheck website.
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