Bill serves clients as a Wealth Advisor. Prior to joining Vigilant, Bill was a Vice President and Wealth Management Advisor at People’s United Bank, where he worked with high-net-worth individuals and families. Bill received his BA from Providence College. He completed the Florida State University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, Bill has earned the designation of a BEI Certified Exit Planner (CExP™). He is the former Chair of the Board of the Financial Planning Association of Northern New England, a member of the New Hampshire Estate Planning Council and serves in various capacities on local and national non-profit boards. Bill and his family live on the Seacoast of New Hampshire.