Bill has spent more than 40 years in the investment business providing disciplined capital growth and preservation investment advisory services for families, business owners, professionals and institutions. In his decades of experience he has developed a passion for having an in depth understanding of where a client is, what they want to build, what their sensibilities are toward market risk and then structuring a plan to achieve those goals.
In addition to his current role as a Client Advisor, Bill held branch leadership roles with EF Hutton, Shearson Lehman, and Wheat First Butcher Singer, where he received firm wide recognition for his support and dedication to his advisors and staff.
Bill earned his bachelor's degree in engineering from Princeton University and has completed multiple financial graduate courses at both American University and George Washington University. Bill is a U.S. Veteran, and currently serves his Georgetown community where he is on the Georgetown Trees Committee, and is a member of the Board of Trustees for the Friends of Rose Park. He is also an active member of the Columbia Country Club, Selby Botanical Gardens, TPC Prestancia and a past board member of the Princeton Club of Washington, DC.
Raymond James & Associates, Inc. is not affiliated with the above independent organizations.