Bill has over 47 years of experience in the financial services industry. Having spent his early years in the industry as a stockbroker, he obtained his CERTIFIED FINANCIAL PLANNER® professional designation in 1986 and moved into management roles for several major brokerage firms.
In 2000, Bill made a career decision to move away from management and return to what he enjoyed most: working with individual clients and their investment needs. In 2026, Bill moved to RBC Wealth Management after having been a custom portfolio manager at UBS, Merrill Lynch and Morgan Stanley. The combination of holding his CFP® certification and being recognized as a Senior Portfolio Manager in RBC Wealth Management’s Portfolio Focus Program helps him to truly understand and assist clients in appropriately managing their risk tolerance. By paying close attention to this, he believes that his team can help their clients in constructing portfolios that can help preserve and protect their investment monies when appropriate as well as grow these same monies when the markets return to a wealth accumulation mode.
Bill uses RBC Capital Market’s technical and fundamental research in his disciplined investment strategy. By doing this, he feels strongly that the team has an approach that can account for the factors that influence securities pricing.
He is a proud recipient of the 2025 Forbes Best-In-State Wealth Advisors award.
A graduate of Rowan University, Bill and his wife, Maggie, reside in Solebury, Pennsylvania, and have two grown sons. He is an avid golfer and grandfather.
