Bill serves as the managing director and branch director for the Columbus office of RBC Wealth Management, where he works alongside a first class team of financial advisors and other financial services professionals.
Bill brings over 30 years of industry knowledge and skill to his role, including experience as a sales manager with Merrill Lynch. His duties have ranged from the training and mentoring of new financial advisors to advising U.S. government agencies. This experience, along with his duties as a practicing financial advisor, helps Bill to understand the needs of his colleagues, client service associates and clients, making him well-equipped to handle the complex needs of a new and expanding branch.
Bill takes pride in being able to help individuals and families manage their investments with a view to their long-term objectives. He works with you to design an investment plan for your important life goals, balancing growth and preservation over time. Bill anchors investment ideas and strategies in a deep understanding of all you want to accomplish, as well as timely research insights and trends from throughout the firm. He helps you determine the combination of solutions and strategies suited to your preferences, and through review and rebalancing helps align your portfolio with your future vision.
“In a world of compromise, some don’t,” is the motto that drives Bill as a financial advisor while working for clients in Ohio and across North America. He has assembled a highly respected team of professionals as part of his vision to effectively serve the needs of clients. His dedication to clients has been recognized by both the firm and the financial press.
Bill was ranked one of the Forbes Best-in-State Wealth Advisors in Ohio in 2019, 2020, 2021, and 2022, and his team was recognized in 2023 as one of the Forbes Best-in-State Wealth Management Teams. Further, Bill has advocated on behalf of clients and the financial services industry as a trustee of a political action committee.
Bill grew up in rural Jackson, Ohio, and is a graduate of Ohio University. He and his family are active in their community and church with numerous charitable involvements. When he is not advising clients, Bill enjoys big game hunting, beekeeping and reading.
Education and credentials
- B.A., Ohio University
- Series 7, 9, 10, 63 and 65 securities exams and insurance licensed
- CA license #0M23026
Previous experience
- Sales manager, Merrill Lynch
- Financial advisor, Merrill Lynch
- Analyst, U.S. Department of Treasury
Awards
Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023: The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year.
