Bill joined The Executive Compensation Group in 2001. He specializes in comprehensive financial planning, and utilizes strategies and tax efficient financial products to accumulate, preserve and transfer wealth.
Bill began his financial services career in 1978 in Green Village, New Jersey. In 1985, he attained his Chartered Financial Consultant (ChFC) designation and his Chartered Life Underwriter (CLU) designation in 1987 from the American College. In 1999 he satisfied all requirements of the Certified Financial Planner Board of Standards, Inc., and attained the Certified Financial Planner (CFP) designation. Bill maintains his Life, Health, Annuity, and Series 7 licenses in Florida and many other states.
Bill has been involved in fundraising activities for the American Cancer Society and The Walt Disney Memorial Cancer Institute at Florida Hospital.