Bill's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen and to review client financial situations, preferences and goals. Once those goals and preferences are clearly defined, Bill and his team develop financial strategies designed to assist a client in accomplishing their wealth management goals while keeping a keen eye on mitigating risk in line with the client's preferences. Most importantly, Bill and his team methodically review those financial recommendations with the client, keeping them engaged and informed on their progress in order to help give the client the best chance of achieving their goals.
Bill is active in the Little Egg Harbor School District serving on the Citizens Advisory Council, coaching children's soccer and is an Adult leader for The South Jersey Council of the Boy Scouts of America. He and his wife, Jennifer, live in Little Egg Harbor, NJ with their two children
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
