Managing Sales Director
F: (860) 521-2214
M: (203) 843-0211
As a Managing Sales Director, Bill’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At New England Financial Group, Bill is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Bill holds a Bachelor of Arts from Providence College. He has 29 years of investment advisory experience, and holds a series 7,24,63,51 as well as Life Accident and Health license.
Bill lives in Hamden, CT, with his wife Cindy and his 3 girls.