About William
William works with Focus Partners Wealth’s Long Island team to provide investment and financial planning services to business owners, entrepreneurs, high-net-worth individuals, and their families.
William is originally from Rhode Island and enjoys playing tennis, reading, and trying new cuisine in his spare time.
Education and Professional Milestones
-Salve Regina University - bachelor of science in financial management
-Worked at Team Hewins as a financial advisor in San Francisco
William works with Focus Partners Wealth’s Long Island team to provide investment and financial planning services to business owners, entrepreneurs, high-net-worth individuals, and their families.
William is originally from Rhode Island and enjoys playing tennis, reading, and trying new cuisine in his spare time.
Education and Professional Milestones
-Salve Regina University - bachelor of science in financial management
-Worked at Team Hewins as a financial advisor in San Francisco