Qualifications

Bill launched his career in financial services in 1997 and joined RBC Wealth Management in 2019. He takes the time to get to know clients in order to help them develop customized wealth management strategies specific to their financial needs, objectives, risk tolerance, time horizon and liquidity needs. Bill’s goal is to be a valuable resource for clients in building a foundation for the future. He is committed to providing outstanding wealth management that goes beyond investment guidance, seeking to help clients integrate the different aspects of their finances. Bill holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Exit Planning Advisor (CEPA) designations. He is a graduate of the University of Notre Dame and Monogram Club member.

Personal

Bill is a past president of The William Penn Charter School Alumni Society, as well as a past member of The Philadelphia Little Quakers and Radnor Raiders Football Gridiron Club. Currently Bill is a Board member for The Mann Music Center.  He lives with his wife, Aimee, and their three children: Molly, Will and Kate, in Bryn Mawr, Pennsylvania. Bill enjoys watching his children’s sports teams and traveling with his family.