Boston, Massachusetts Office
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Bill has a passion for working with people who are trying to do right by their clients in every aspect of the financial process.
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Bill has well over a decade and a half of financial industry experience including more than 13 years at Charles Schwab within the Schwab Institutional/Schwab Advisor Services organization, followed by over three years as Managing Partner at Minot Wealth Management, LLC.
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Bill received a B.S. in Business from Suffolk University.
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Beyond the world of wealth management, Bill’s avocations include golf, ice hockey and cooking and spending time with his wife Shawn.
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