Bill began his career in the financial services industry in 2005 as an Internal Wholesaler at John Hancock. In 2010 Bill decided to make a move to MetLife to work as a Case Consultant in their Financial Planning Department. In this role Bill partnered with MetLife Financial Advisors from around the country to help develop comprehensive financial plans for their clients. He continued his financial planning work when he made the move to MassMutual in 2016. During his time in the Financial Planning departments at MetLife and MassMutual, Bill worked on over 1,000 client cases ranging from middle class families saving for retirement and college to helping high net worth business owners and executive’s achieve estate and legacy planning goals.
Bill left MassMutual’s Financial Planning department in 2018 to join Commonwealth Financial Group. He wanted to share his years of financial planning experience and expertise with his own clients. He has found the process of building relationships and helping his own clients extremely rewarding. He believes that the best ideas and solutions can be delivered to his clients utilizing a team approach. He partners with internal investment, estate, and business planning specialists when developing plans for his clients.
Bill takes a client-centric and straightforward approach with his planning clients.
• The process begins by helping to organize a client’s financial life by having a clear understanding of what they currently own, potential risks they are exposed to, and specific goals and objectives.
• Next he works closely with his internal team to develop a comprehensive strategy tailored specifically towards his client’s unique needs and lifestyle.
• Financial planning is an ongoing process, so Bill continues to work with his clients on a regular basis after the initial plan is completed.
Bill is a graduate of The University of Vermont where he majored in Political Science. He is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Investment Management Analyst Professional®, and a
Chartered Life Underwriter Professional®. In addition, he holds Life, Accident & Health licenses as well as Series 6, 7, 63, and 65 security registrations. Bill resides in Boston with his fiancée Jenny.
101 Federal Street, Suite 800
Boston, MA 02110