Bill is a seasoned financial industry professional with a degree in Accounting and Finance from Ashland University in Ashland, Ohio. Bill moved from Ohio to Florida where he began his career in the financial services industry. With twenty three years of experience, he has held various roles in branch banking and brokerage and investment services. Bill is dedicated to building long lasting and trusting client relationships. His focus is on attention to detail and transparent communication with clients. Additionally, Bill provides invaluable personal service to his clients and team.
Bill and his wife currently reside in Boca Raton, FL where they enjoy spending time with family and friends.
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