Bill currently serves as Head of Global Wealth Solutions within the Private Client Group of Raymond James. In this capacity he oversees investment strategy, wealth planning, and a broad suite of private client and institutional solutions capabilities.

Bill joined Raymond James in September 2016 when the Deutsche Bank private client services division (Alex. Brown) was acquired by Raymond James. He joined Deutsche Bank in 2008 and oversaw the core private client and institutional solutions platform.

Bill began his career with Greenwich Associates focused on risk management research and consulting. He joined Morgan Stanley & Co. in 1993 where he initially developed the concentrated equity and wealth strategy solutions capabilities. He subsequently served as the head of solutions and marketing for the ultra-high net worth business.

Bill holds a Bachelor of Science degree from Bucknell University, with a major in business management and a concentration in chemistry. He and his wife, Gina, reside in Franklin Lakes, New Jersey with their two children and 3 dogs.

Raymond James is not affiliated with any of the above mentioned organizations and/or charitable causes.