A wealth of expertise to support your goals
Bill specializes in providing investment advisory services to corporate executives, entrepreneurs and high-net-worth individuals. With over 35 years as a financial services professional, he has considerable expertise in financial planning and investment management. Prior to starting his own practice in 1997, Bill served as a mutual fund industry executive for more than 10 years.
He holds the professional designations of Certified Financial Planner™ practitioner, Chartered Financial Consultant® and Chartered Life Underwriter®. Bill earned a bachelor’s degree in business administration from Bucknell University.
Bill has been named to the 2020 & 2021 editions of the Forbes list of Best-In-State Wealth Advisors. The list recognizes top financial advisors across the U.S.
Prior to affiliating with Raymond James in 2005, Bill spent eight years as an investment representative with Edward Jones, and 10 years as a vice president for Van Kampen American Capital mutual funds.
He is a current board member and past president of The Bond Club of New Jersey, a past president and Paul Harris Fellow of the Rotary Club of the Mendhams, past president of the Mendham Golf & Tennis Club, and current board member of the Oratory Prep School in Summit. He also served as capital campaign committee co-chair for the Schiff Natural Lands Trust campaign to support community-based conservation.
Born and raised in Summit, New Jersey, Bill now lives in Mendham. In his free time, he enjoys golf, tennis and platform tennis.
Raymond James is not affiliated with any organizations mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.