$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Bill is an arbitrator with FINRA and holds a Series 8 license for branch management. His clients range from affluent to ultra high net worth, with special emphasis on tax advantaged investing and estate succession issues. He serves on the board of directors of Health and Education Services (HES), one of the largest behavioral health organizations in Massachusetts. Bill takes most pride in his family. He lives in Boxford, MA, with his wife Nancy of over 30 years, and he has 3 daughters; Stacey, Lindsay and Michelle. Bill enjoys golf, tennis, skiing, boating and as a private pilot, flying.
Personal & Community
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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