William J. Horn AIF®, AIFA®, C(k)P®, CPFA®, CRPS®, PPC®
Bill leads Retirement & Benefit Partners' institutional retirement plans business and wealth management services with a clear mission: helping retirement plan committees and participants navigate complex decisions with confidence and clarity.
With extensive experience as a Financial Advisor at Morgan Stanley Smith Barney and its predecessor firms in Providence, RI, Bill has dedicated his career to developing and enhancing corporate retirement plans. His deep expertise and passion for continued learning is reflected in his comprehensive professional credentials, including Accredited Investment Fiduciary (AIF®), Accredited Investment Fiduciary Analyst (AIFA®), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Plans Specialist (CRPS®), and Professional Plan Consultant (PPC®). Bill holds FINRA Series 7 registration with LPL Financial and Series 66 registration with both Retirement & Benefit Partners and LPL Financial.
Originally from Long Island, Bill now calls Rhode Island's East Bay home, where he lives with his wife and two children. When he's not helping clients secure their financial futures, you'll find him actively involved in coaching high school lacrosse or enjoying time on the golf course, platform tennis court, or lacrosse field.
