Portfolio Manager - Principal
Bill works with clients to help them achieve their life goals. When it comes to important investment and planning decisions, do you want to go it alone or have an experienced investment professional help?
As detailed in our webpage, “The Value of an Advisor at Moondance” we help our clients with planning and strategizing to achieve a comfortable retirement, educating their children, and making sound decisions regarding their investments.
The majority of Bill’s career prior to opening Moondance Investment Advisors was at Morgan Stanley Smith Barney as a Senior Portfolio Manager – First V.P. Investments.
He also built upon his investment acumen and expertise at global investment firms such as Merrill Lynch and UBS Financial Services.
Bill’s clientele has included business owners and Fortune 500 executives, physicians, attorneys and multi-generational families as well as churches, foundations and retirement plans. For new clients, he generally works with clients who invest $100,000 or more with us.
William was featured on WCAU TV, channel 10 news, "Live at Five", in an interview discussing market volatility.
William can provide Continuing Professional Education (CPE) to Certified Public Accountants.
He is available for public speaking engagements as well as interviews.
Bill was a featured speaker at the UBS Financial Services, Inc. conference, held for new recruits, in Washington, DC.
EDUCATION & TRAINING:
BBA, Temple University.
Enrolled in the Boston Institute of Finance CFP curriculum.
Advanced IRA Training at Morgan Stanley Smith Barney.
PERSONAL & COMMUNITY:
Raymond James is not affiliated with the above organizations and/or charitable causes.