Boston, Massachusetts
William (Bill) Corcoran had well over a decade and a half of financial industry experience when he joined EP Wealth Advisors in 2022. This includes 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. Bill feels especially at home on the EP Wealth team because he has a passion for working with people who are trying to do right by their clients in every aspect of the financial process. Beyond the world of wealth management Bill’s avocations include golf, ice hockey and cooking. He and his fiancé Shawn will be married in October 2022 on Cape Cod.
Suffolk University, B.S., Business
