Bill, a Senior Wealth Advisor, graduated from Boston College with a B.S. in Finance. Bill earned his Accredited Portfolio Management Advisor designation from the College for Financial Planning. He holds Series 7 and Series 65 securities registrations, and is an investment advisor representative. He also has his life, accident and health insurance licenses. Bill is past President of the Pingree School Alumni Leadership Board and is a past member of the school’s Board of Trustees. Bill also served as president of the Friend’s of KIPP Academy Lynn Foun
Dec 29th
Wealth Advisor