Boston - One Boston Place

William Smiegal

CFP®

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

William Smiegal

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

William Smiegal

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About William

William (Will) supports a team of financial counselors providing a wide range of wealth management and investment advisory services to high-net-worth individuals, families, and corporate executives.

In his spare time, Will enjoys playing golf and pick-up soccer and spending time with family and friends

Education and Professional Milestones

  • Union College (Schenectady, New York) – bachelor’s degree in economics with a minor in history
  • Interned at Ayco, a Goldman Sachs Company