As Director of Financial Planning, Bill leads Prio Wealth’s financial planning services by overseeing the delivery of holistic and customized financial plans that are reflective of our client’s most important priorities. At Prio he works closely with the wealth advisors and relationship managers to gain deep understanding of the inter-related parts of our client’s financial lives, offering expert guidance and actionable strategies appropriate for each client’s unique financial goals.
Bill has been in the financial services industry for over 25 years. Prior to joining Prio Wealth in 2018, Bill was Vice President and Financial Planning Officer at Rockland Trust Investment Management. Bill began his career at Fidelity Investments in a broad range of advisory roles and ran a private practice in his time between the two firms.
He is a graduate of Framingham State University with a Bachelor of Science in Business Administration and is a CERTIFIED FINANCIAL PLANNER®, after completing the program at Boston University. He is active in, and is a former board member of, the Financial Planning Association of Massachusetts.
Bill’s personal priorities include spending as much quality time as possible with his wife, daughter, and son at their home in Hopkinton, Massachusetts. They can often be found on Cape Cod, at youth sporting events, golfing, biking, skiing, and working on landscape projects.