Bill joined MONECO in March of 2023. He began as a financial advisor in 2018 with Barnum Financial Group and has built numerous relationships with clients at different stages of life, providing them with long term financial plans and strategies to help them pursue their financial goals. He strives for great satisfaction from attempting to potentially alleviate client financial concerns.
Prior to becoming a financial advisor, Bill worked as an operations manager in a different industry, where he gained valuable experience in leadership, project management, and problem-solving. This experience has proven to be invaluable skill in the role as a financial advisor, allowing him to approach financial planning with a strategic and analytical mindset.
Passionate about helping people, Bill takes great pride in educating his clients on financial matters, economic insights, and market trends. He has also previously worked as one of the trusted advisors for a variety of Fortune 500 companies by helping employees understand the importance of financial planning, showing them how it can impact their overall well-being, and subsequently creating an effective plan of action so they're able to pursue their financial objectives. Bill attended the University of Connecticut where he earned a bachelor’s degree and an MBA in Finance. He holds a Life, Accident & Health insurance license as well as holds Series 7 and Series 63 (with LPL Financial) and his Series 65(with MONECO Advisors). He is actively pursuing the RICP designation with the hope of beginning the CFP program to follow. Bill lives in Norwalk, CT with his wife, Hillary. When not at work, he’s usually spending his time doing outdoor activities, working out, traveling, or striving to learn a new skill.
Get to Know Bill...
Favorite part about working at Moneco: Working with like-minded professionals who are continuously striving to improve and provide better service for clients
Favorite thing to do outside of work: Hiking, working out, traveling, spending time with family
What I enjoy most about what I do: Working with clients to help to alleviate the stress and anxiety that people have when it comes to their financial future
Biggest challenge: Becoming proficient with all the tools and resources at our disposal
Favorite:
Quotation: "If you fail to plan, you plan to fail" - Benjamin Franklin
Vacation: Toss up between Cape Cod and Charleston, SC
TV Show: Billions,Yellowstone,Suits
Music: Whatever hits the mood just right
Sports Team: N.Y Giants