Bill has worked in the Wealth Management field for nearly 30 years. He has extensive experience and knowledge in Wealth Management & Trust and is a Senior Relationship Manager for a select group of high-net-worth individuals and their families. He works closely with clients and their advisors to develop, implement and monitor financial plans to achieve client goals. Bill assists clients with a variety of accounts including personal accounts, IRAs, irrevocable, revocable trusts and non-profits.