Bill heads all aspects of Retirement & Benefit Partners institutional retirement plans business, as well as wealth management services. He is passionate about helping retirement plan committees and participants work through the myriad decisions they face.
Bill was formerly a Financial Advisor with Morgan Stanley Smith Barney and its predecessor firms in Providence, RI, where he focused on developing and enhancing corporate retirement plans. His professional designations include Accredited Investment Fiduciary (AIF), Certified 401(k) Professional (C(k)P), Chartered Retirement Plans Specialist (CRPS), Professional Plan Consultant (PPC), and he is also a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Bill holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.
A native of Long Island, Bill now lives in Rhode Island’s East Bay with his wife and two children. He is active in his local youth lacrosse organization and enjoys golfing, platform tennis, and playing lacrosse.