Bill is a founding partner and senior wealth management advisor at Tidewater Wealth Management. He believes in client-focused financial planning and works with individuals and organizations to create holistic, tailored financial plans that align with each client’s values and goals.

Bill is a CERTIFIED FINANCIAL PLANNER™ and registered investment advisor. With the support of our team of experienced professionals, Bill provides financial planning and wealth management services to retirees, near-retirees, business owners, charities, and trustees.

Previously, Bill served as Wealth Management Advisor at TIAA Financial Services, where he cultivated and maintained relationships with his clients and their families, representing $750 million of assets under management. In his role, he created, delivered, and monitored complex financial plans for clients to assist them with current investment planning, income distribution planning, and tax planning. Bill has an extensive background in trust and estate planning that helps him guide clients through complicated estate planning strategies to ensure the best possible outcome for his clients and their families. Before TIAA, Bill was the head of financial planning for a wealth management team at Merrill Lynch.

Bill earned two degrees from the University of Rhode Island; A Bachelor of Science in Applied Economics and a Bachelor of Arts in Business Administration.

When he’s not working, Bill enjoys spending time with his close friends and family and giving back to the community through multiple organizations he and his wife support. In addition, Bill loves to travel and is constantly working on his culinary skills with the help of his wife and son.