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.