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.
Subscription Shopping programs, Is One Right for You?
8 Ways to Manage Debt of Any Size
Should you become the credit union of Mom and Dad?
How To Get The Most Economic Benefits From Rideshare Services
Is it time to rethink the traditional model for buying a home?
How to Launch a Successful eLearning Business in 2022
Could This Be World War III? No, Not Like That
5 Ways to Reduce Operational Costs for Your Small Business
A Water Checklist for Beginner Realty Investors
4 Retirement Questions That Have Nothing to Do with Money
Are We Setting Up College Graduates to Fail?
Why are Americans so Bad at Taking Time Off and What You Can Do About It to Get Better
I Was Offered More Money For My Car Than I Paid For It Two Years Ago
Home Renovation Options
Combining Finances with Your Partner
Here Are Three Ways You Can Cash A Check Without A Bank Account
Background and qualification information is available at FINRA's BrokerCheck website.
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