Bill is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, in Philadelphia. Bill leads a team of in-house specialists who help design and implement tailored financial approaches for high-net-worth families. He works closely with a team of experienced specialists to offer trust and estate planning services, investment management and customized credit solutions. With more than two decades of experience in institutional investing and private wealth management, Bill oversees a multidisciplinary approach that encompasses banking and lending, and guidance on philanthropic legacies. Consultative and thorough, he looks to spot and address problems in order to help clients pursue long-term goals. As the lead relationship manager, Bill channels the extensive capabilities of Bank of America to help advance a seamless service experience.Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2015, Bill was a wealth advisor for Wells Fargo Private Banking in the Greater Philadelphia region. He also served as a wealth advisor at Millennium Wealth Management & Private Banking. Bill actively serves as a board member of The Wagner Free Institute of Science. Bill is actively involved with The Pennsylvania Bankers Association (PBA), and is a former member of the faculty for the PBA Trust and Wealth Management School at Bucknell University in Lewisburg, PA.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.