Bill holds the Registered Options Principal, General Securities Principal, Financial Operations Principal, and Municipal Securities Principal designations. Bill furthered his industry education by attending and graduating from the Securities Industry Institute at Wharton in 2002. In 2012, Bill was elected to the Board of Trustees of the Securities Industry Institute, where he served for six years. In addition, he was recognized as one of Forbes Best in State Wealth Advisors the past three years.
Forbes/SHOOK Research Best-In-State Wealth Advisor. Publication as of 4/7/2022, rankings based on data as of 6/30/2021.
Forbes/SHOOK Research Best-In-State Wealth Advisor. Publication as of 4/4/2023, rankings based on data as of 6/30/2022.
Forbes/SHOOK Research Best-In-State Wealth Advisor. Published 4/3/2024, rankings based on data as of 6/30/2023.