William joined the firm as a Financial Planning Assistant, providing support to the senior financial advisor while delivering high quality client service. William’s experience and knowledge make him a valuable addition to the financial planning team.
William received both his Bachelor of Science in Business Administration with a focus in Finance & Economics and his Masters in Business Administration with a focus in Finance from the University of Hartford - Barney School of Business. Continuing his education, William obtained his Series 7, 63, and 66 Registrations, which are now held at LPL Financial, as well as his Connecticut Life and Health Insurance License. Prior to joining New England Capital Planners, he worked for Regional, National and International financial services companies. William has also completed Morgan Stanley’s Wealth Advisory Associate Program where he developed advanced skills in financial plan development and delivery to high net worth individuals and families.
William co-founded Barney Graduate Consulting Service for students and alumni of the University of Hartford's Barney School of Business. The consulting group focuses on assisting small businesses in Greater Hartford with business strategies and growth initiatives. William’s work in this program won his group the Volunteer of the Year Award for the Town of West Hartford in 2013.