William J Baugh

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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William J. Baugh, Jr. has over 20 years of experience in the investment management business. This broad experience includes time spent at Dean Witter Reynolds, Legg Mason, Smith Barney and RBC Wealth Management. At each of these firms, William has been a member of the President's Council. The President's Council recognizes the firm's most successful Financial Advisors. He graduated from the Boston University School of Management with majors in finance and economics. 

William's investment management practice is built on applying the soundest fundamental investment principles to his client's real life issues. He brings character and caring to the investment management business.


William is an avid boater and fisherman in his spare time. He also donates significant time to the community and local charities.